The United Arab Emirates' energy minister on Monday stressed the importance of an oil production alliance with Russia and called on Western nations to be "reasonable" in their expectations of higher production as Moscow's invasion of Ukraine pushed crude prices...
Latest Editorial articles
What might be next for the US? M&G fund managers share their views
At the end of April, US president Joe Biden marked his 100th day in office. It has been a busy few months for the new administration, and since the Democrat leader’s swearing in, we’ve seen a raft of ambitious targets and pledges – including a huge stimulus bill and...
Global mid-caps: why now?
Anjli Shah, co-manager of the $50m ASI Global Mid-Cap Fund discusses opportunities within the global mid-cap sector and why it remains an interesting investment proposition. Why global mid-caps? Measured by the MSCI World Index, mid-caps have outperformed by...
Sterling trades above $1.42 after UK jobs data
Sterling traded above $1.42 on Tuesday for the first time since February, boosted by better-than-expected UK jobs data. Figures released earlier by the Office for National Statistics showed the unemployment rate unexpectedly ticked lower in the three months to March,...
More Editorial stories
Sterling pushes past $1.39 amid vaccine optimism
Sterling pushed past the $1.39 level on Monday for the first time in nearly three years, boosted by optimism over the vaccine rollout. At...
The outlook for inflation: should we be worried?
The US 2-year-10-year yield curve is reaching a 4-year high, as investors begin to price in inflation for the first time since the 2008...
Neil Woodford to launch comeback firm
Like many around the UK, we were somewhat surprised to read yesterday's report in the Sunday Telegraph that Neil Woodford plans a return...
AIC to launch three new sectors in March including China/Greater China
The Association of Investment Companies (AIC) is to create three new investment company sectors following a sector review. The new...
Latest Research Paper from Hardman & Co: Right back where we started from? Investment Trusts
We believe this is the first paper to analyse ownership of Investment Company (IC) sectors by type of investor. It has been written in...
New wealth management division launched by Unique Financial Planning
Unique Financial Planning has launched a new wealth management division in a bid to attract more high-net-worth clients and widen the...
ValuAnalysis research challenges long-held views around Growth vs. Value
“The Price of Value” paper reveals why ‘undervalued’ is not “lowly valued” Takes aim at misleading ‘Value vs. Growth’ categorisations...
The Tesla valuation debate – are you in or out?
Let’s start with some high-level numbers. Since the start of 2020, Tesla’s share price is up 877% (to the time of writing on 10 February),...
Year of the Ox: Ninety One analysis on accessing China’s investment opportunities this New Year
As China’s recovery from Covid-19 front-runs other major global economies, during the year of the ox much will hinge on whether China can...
M&G Analysis: Yin and Yang in the Year of the Ox – Autos & Semiconductors
Ahead of tomorrow's Chinese New Year and the year of the Ox, Vikas Pershad, equities fund manager at M&G Investments, shines a light...
Join our mailing list
Subscribe to our mailing list to receive regular updates!