Could deflation end up being good news for Chinese equities?
Bad economic news could eventually become good news for Chinese equities if the rising risk of outright deflation prompts the authorities to take more aggressive fiscal and monetary action.
Schroders 21st Mar 2024
Perspectives: The market’s risk radar tends to focus on the obvious risk
Premier Miton’s Anthony Rayner highlights how markets get drawn to certain kinds of risks.
Premier Miton Investors 20th Mar 2024
The Week: UK inflation: good news?
UK inflation data looks like good news, but will the Bank of England be persuaded?
Adviser-Hub 20th Mar 2024
Market view: Where next for Japanese equities after record high?
With share prices now exceeding the bubble-era high in 1989, Schroders examines whether the Japanese stock market can continue to move higher.
Schroders 20th Mar 2024
Ah, politics – we’ve been expecting you
With elections around the world, abrdn’s rates team zooms in on the UK and US. There’s a lot at stake – but what could it mean for investors?
abrdn 20th Mar 2024
AI equity impact: already irrational?
BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.
BNY Mellon Investment Management 20th Mar 2024
Five reasons natural resources equities could fuel your portfolio
Ninety One sees five compelling reasons for investors to revisit natural resources equities.
Ninety One 20th Mar 2024
The geopolitical future that has already happened
The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research.
Notes from the road: what hyper-competition means for China clean tech
Ninety One analyst Yunli Liu returns to his home country to see for himself what business conditions are like and to try to separate sentiment from fundamentals.
What risks are you taking in renewable energy?
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles. Higher interest rates have made th...
Commodities and sustainable investing: a new approach
Commodities form a vital asset class, but one which investors often exclude. Schroders’ framework is among the first to help investors reconsider their exposure to the sector while maintainin...
JUNIOR ISAs (JISAs): the basics
It’s never too early to start thinking about saving for the future. A Junior Individual Savings Account (JISA) gives children the opportunity to start saving early.
Adviser-Hub 19th Mar 2024
In the spotlight; central bankers and politicians
Neil Birrell, Premier Miton’s Chief Investment Officer, has a look at what is going on in the world of central banks and politicians to impact financial markets.
Premier Miton Investors 19th Mar 2024
Baillie Gifford | Scottish Mortgage on AI, marketing and the metaverse
In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...
Baillie Gifford 15th Mar 2024
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