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Industry Voice: Value - disrupted but not destroyed
Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long...
Industry Voice: Are you ready for a decade of Value?
Since the end of the global financial crisis, more than a decade ago, growth stocks have significantly outperformed their value stock counterparts. Given the dominance of growth stocks over this extended period, many investors now believe that value is...
Policymakers: Pulling out all the stops
Governments and central banks have started to respond more forcefully to the health crisis, enacting policy in an effort to limit long-term damage to the global economy.
Industry Voice: A brave new era for Utilities
The rise of renewable energy is transforming the utilities industry
PIMCO's Economic Outlook Update: ILU Trajectories
Global growth could follow a U-shaped path over the next few quarters, though substantial uncertainty remains as policymakers grapple with the impact of the coronavirus.
COVID-19: Repercussions could worsen before they improve
History teaches that epidemics tend to have short-term effects on economies and markets, but great uncertainty remains about the coronavirus.
Industry Voice: How the old guard are fighting back - Walmart
Every day brings fresh evidence of the retail apocalypse, however not all are taking technology-led disruption lying down. Find out how Walmart is developing it’s own online channels to fight back.
Industry Voice: PROD-proofing your business
For many advisers, the PROD regulations (‘Product Intervention and Governance Sourcebook’) introduced by the FCA with MiFID II have sneaked in under the radar. The regulations were introduced in January 2018 and to date many advisers are still unsure of their ability to evidence compliance with these new rules.
Industry Voice: China beyond the headlines
Trade negotiations - and the subsequent signed agreement with the US - coupled with slowing headline growth have kept China firmly in the headlines over the opening month of 2020. Fidelity China Special Situations PLC’s Dale Nicholls reflects on the current...
Industry Voice: Is helicopter money on its way?
There is a view that central banks do not have the tools to respond effectively to the next economic slowdown, is helicopter money the answer?
Industry Voice: Does US yield curve inversion equal recession?
Conventional wisdom suggests that US recessions usually follow an inverted yield curve. Given that the US yield curve has once again inverted, should we assume that a recession is on its way?
Why China's slowing growth poses risk to Australia's 'frothy' property market
Global commodity slump also weakens outlook
Spencer and Bullas: Large window of opportunity in UK small caps
SPECIAL REPORT: UK EQUITIES
The Wise Monkeys - Episode 119
The US and tax wrappers
Picks, Shovels and Roughnecks
Servicing the fracking boom.
Straight Talk - Mid year review
Markets pause for the summer.
Straight Talk with Neil Staines
Should advisers worry about FX?
Spotlight on Bonds
Close to the edge?
Head to Head - Real Estate Investment Trusts
Commercial property made simple?
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