Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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macro
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Square Mile’s Fund Selector: Japan funds to watch
Square Mile’s Ajay Vaid checks out the top performers and compelling newcomers
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’
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Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
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Macro matters: Oil change
The Middle East has surged ahead with its diversification away from oil exports and is investing heavily in a long-term, more sustainable economy, which is making it all the more attractive to foreign investors
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Macro matters: What does the future hold for money markets?
As central banks gear up to begin cutting interest rates, commentators discuss what’s in store for money markets
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Generation Next with SJP’s Jenny Chae: An eye on the future
St James’s Place portfolio strategies manager shares what led her to a career in the investment sector
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China funds top performance in February with average 9% returns
Seven of top-ten returning funds belong to China