Is the market immune to macro shocks?
Prudence required to navigate choppy waters
James Klempster of Momentum Global Investment Management
It all seems a bit frenetic at the moment, doesn't it?
Long gone are the reassuringly (if artificial) benign times of 2017, where markets were bid up seemingly without heed to what was going on in the real world. Today, there can be no doubt that there...
More Global
Revealed: The final nominees for this year's Investment Company of the Year Awards
Ceremony takes place on Wednesday 20 November
Fund managers slash exposure to global equities on trade war fears
US 30-year Treasury plunges to record low
Japan continues to be the relative value trade in equities
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
Are central banks at a crossroads or a dead-end?
In the developed world, inflation expectation is noise
Araujo completes overhaul of £2.2bn M&G Global Themes fund
Four investment trends in new-look portfolio
Back to Top





