Katrina Lloyd
Follow Katrina Lloyd
Articles by Katrina Lloyd
Why the bull market still has further to run
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
The firms that will thrive as Brexit unfolds
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
'The biggest contrarian trade': Should investors continue to shun banks?
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
M&G's Calich adds to 'appealing' Chinese corporate bond exposure
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
The opportunities in the Polish bond market
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
Bitcoin, gold and the cash crash
Where cryptocurrencies may thrive when commodities falter
Why quality approach will be key for UK investors amid Brexit uncertainty
Protecting investments in the event of no deal
Investing in FAANGs: Ethical concerns over companies beginning to bite
Why tech firms must improve ESG credentials
Home and away: Why Indian equities have struggled to perform this year
Impact of recent market correction
Terry Smith's Smithson trust beats Woodford record with £822m fundraise
Smashed initial target
Janet Mui: Why trade tensions can lead to a weaker Chinese yuan
Negative impact of US tariffs
View from the Top: Natixis CEO Jean Raby on why industry must look at regulation and monitoring of ESG products
Ethical investing must take centre stage
Navigating this year's 'perfect storm' for emerging markets
Elections and currency woes
Which factors could prompt a resurgence in EMD inflows?
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
The pre-Christmas opportunities in the UK gaming space
Video game development has a long and storied history in the UK.
What are the right questions to ask management teams?
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
RWC's Lance: Are mistakes made before GFC being repeated in UK equity income sector?
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
Washington is reeling - Can the US overcome Trump risk, trade war and mid-terms concerns?
A litany of problems on Capitol Hill
Investment Week digital edition - 15 October 2018
Latest edition of the print magazine online
Carmignac's Saint-Georges: A reversal of US fortunes could be 'brutal' for investors
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
Four Brexit-busting growth trends boosting UK stocks
The sectors to look out for
Growing cause for optimism in the Land of the Rising Sun
Improving prospects in Japan
Could we have another Trichet moment?
Avoiding mis-timed rate hike
Sustainability and disruption: An unlikely natural pairing
Technological improvements in focus
European populism won't burn out - but is democracy dead?
Geopolitical impact on global markets
Ignoring the 'bad apples' of emerging markets
It has been a challenging year for emerging markets (EMs).
What could prompt a risk-off environment?
The US Treasury market has traded within its narrowest range for 40 years.
BMO GAM's Prior: Volatility is nothing to fear
"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
Investment Week digital edition - 8 October 2018
Latest edition of the print magazine online
Schroders and Lloyds in talks over triple wealth tie-up
Plans for new joint venture
Which sectors are driving the UK economy?
With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.
Revealed: Winners of the Fund Services and Investment Research Awards 2018
Ceremonies took place on 3 October
How have frontier market changes impacted portfolios?
Increase in 'crossover' economies
Trade war and Italian budget won't derail rosy outlook
The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
What will a 'more hawkish, less market-friendly central banker' mean for European equities?
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
Will the political storm around Brexit come to a sensible conclusion?
Negative sentiment towards UK equities is here to stay, yet the recent market weakness has created some relief for mid-cap stocks: FTSE 250 price to earnings are now closer to the lows of June 2016, despite maintaining a free cashflow margin of 7.44%,...
EM earnings: Where do we go from here?
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
ASI's Finn: Japan reform huge gamble
Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.
Will artificial intelligence be a driver of US returns?
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
US bull run shows no signs of stopping
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Investment Week digital edition - 1 October 2018
Latest edition of the print magazine online
Crypto dilemma: Are there any genuine opportunities in digital currency?
How Bitcoin can reinvent itself
How the renewables sector is changing and what this means for investors
Taking advantage of clean tech
View from the Top: Jupiter CEO Slendebroek on why you should beware the false dichotomy of people vs algorithms
Avoid taking algorithms at face value
The best opportunity sets in US equities
Where to find good value across the pond
Plugging the generation gap: How industry can attract and retain millennials
Better understanding of their needs a priority
Investment trusts and the quest for retirement income
AIC reveals its 'dividend heroes'
Brexit clarity will release pent-up demand for UK assets
Despite two years passing since the Brexit referendum, we are still some way from knowing how the UK's relationship with the European Union (EU) will evolve in the next few months and years.