The Week

The Week: Regulator’s warning on cash holdings

The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it? 

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Latest Updates

Resilience in higher rate headwinds

Walter Scott client investment manager George Dent discusses the macroeconomic environment from the perspective of a quality growth investor.

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Cash is king, but for how long?

Jupiter’s Valerio Angioni analyses the merits of switching to bonds from cash as we approach the peak of the current rate hiking cycle.

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US outlook: structural tailwinds vs near-term uncertainty

The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.

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Market view: Building resilient portfolios in European small caps

Jupiter’s Phil Macartney discusses finding high-quality, well-capitalised growth businesses among European smaller companies.

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Navigating ‘anti-economics’

Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.

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