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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Resilience in higher rate headwinds
Walter Scott client investment manager George Dent discusses the macroeconomic environment from the perspective of a quality growth investor.
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.
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.
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.
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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