Written by Abhinav Mehra, Co manager of the Chikara Indian Subcontinent Fund India’s stock market is among the strongest performing globally. The ‘Nifty 50’s’ 125% return over the last five years beats even the 93% growth enjoyed by the S&P 500 during the...
Latest Jenny Hunter articles
US inflation misses expectations but Fed likely to crack on with November rate cut
Following the release of the latest US inflation figures, Lindsay James, investment strategist at Quilter Investors has shared her assessment with us as follows saying: “Despite the slight miss compared to expectations for US inflation, coming in a fraction hotter...
Invesco: 10 things for investors to watch in the fourth quarter
Analysis from Kristina Hooper, Chief Global Market Strategist, Invesco The third quarter was a rather momentous one for economies and markets as disinflation continued in most developed economies, major Western developed central banks broadly embraced easing, and...
The size effect: Morningstar report assesses if it’s been possible to outperform the UK benchmark without holding the top stocks?
Although we have seen a lot of commentary about the “magnificent seven” driving returns in the US, concentration in equity markets has been increasing around the globe. Looking at concentration within the UK stock market in a global context, Morningstar’s latest...
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Will higher Chinese consumption lift imports? Analysis from J.Safra Sarasin’s EM economist, Chivakul
By Mali Chivakul, emerging markets economist at J. Safra Sarasin Sustainable Asset Management China’s consumption patterns in light of the...
Why active investment is key to modern day property investing
Matt Norris, Investment Adviser to the VT Gravis UK Listed Property (PAIF) Fund. “Location, location, location.” When it comes to buying...
Why the recent Virgin Money takeover by Nationwide will fire starting pistol for UK M&A uptick in the banking sector
With two of the UK’s biggest banking groups recently combining forces, James Wilson, Head of M&A and Transactional Risks at Factor...
Global workplace mental health benchmark shows leading cos performing poorly -CCLA
Leading global companies continue to fail to recognise the importance of addressing workplace mental health issues finds a report issued...
Re-emerging markets: Mirabaud’s Charles Walsh reflects on how EM has reclaimed its dominance in 2024 and why he’s seeing further upside
Sharing his latest outlook and analysis with us, Charles Walsh, manager of Mirabaud - Equities Global Emerging Markets, explains in the...
Will gold prices hit $3000 by the end of 2024? And if so, why? Analysis from Mind Money’s Julia Khandoshko
2024 has been a pretty good year so far for investors in gold - for a myriad of different reasons. In the following analysis, Julia...
Companies with gender diverse boards deliver 2-5% higher annual returns than companies with fewer women, finds Bloomberg Intelligence
A new study from Bloomberg Intelligence (BI) shows that companies with more women on boards in the US, Europe and Asia-Pacific (excluding...
Is Japan’s stock market too wary of new Japanese Prime Minister Ishiba?
The announcement that Shigeru Ishiba has replaced Fumio Kishida as Prime Minister of Japan has led to significant volatility in the...
Private markets | A hard sell, but, asks JB Beckett in his latest guest blog, are distributors confusing ‘democratisation’ with liberalisation?
With top down policy noises coming out of the Treasury, the sentiment that investing in both the U.K. whilst simultaneously addressing...
Podcast #95: Why your advice business needs to take marketing seriously – and how to be better at doing it
If we’re honest, we know that most financial advisers are absolutely brilliant at working ‘in’ their businesses and supporting their...
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