Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023.
Market is ‘not all doom and gloom’ despite challenges.
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
The country’s worst covid outbreak is causing disruption to the economy.
But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
Exposure to commodities could mitigate risks for multi-asset managers.
Pictet overweights China equities to take ‘advantage of attractive valuations’.
Neuberger Berman CIO says investors should reorient portfolios for a more “two-way investment environment”.
Its influence is growing but diversification remains vital, says one investment manager.
With a gain of 6.1% – the MSCI India Index was the top performer in May