Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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Author: Portfolio Adviser
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Can Labour’s growth plans revive VCT funding?
Economic upheaval has tested VCTs’ resilience, but the Chancellor’s growth plans could make them central to revitalising the UK economy
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Calastone: The future of money market funds
Tokenisation is set to transform the role of money market funds, writes Ed Lopez
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Mike Riddell on bonds: Panto-modium in 2025
The Fidelity International fixed income portfolio manager says central bankers are market heroes, not the villains of the show
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Ninety One: Why investors should be optimistic this Blue Monday
There are glimmers of opportunities amidst uncertain global market conditions, writes Paul Vincent
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Aegon: Data centres are the new dividend drivers
Surging demand for data centres has created myriad of opportunities for investors, writes Cameron Shanks
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Artemis Corporate Bond Fund
In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
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T. Rowe Price US Smaller Companies Equity Portfolio
In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a ‘once in generation’ valuation level relative to large-caps
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Morningstar: Time to look beyond the US
Overlooked equity markets around the world offer much cheaper entry points than expensive US stocks, writes Mike Coop
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Wealth manager Q&A with Mark Ivory: Junk the jargon
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy