Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Is the landscape finally changing for commodities?
Nine out of 10 of April’s best performing funds were gold or commodities funds.
How much longer will gilt and treasury yields remain in lockstep?
The UK debt burden is high, but why has the more benign inflationary outlook not filtered through to gilt prices?
Is the tide finally turning for Chinese equities?
One head of emerging markets says there is every chance China will be one of the best performing stock markets in the next five to 10 years.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival on the back of an improving macro backdrop.
Does India deserve its premium to emerging markets?
There are several reasons why the gap between India and other emerging markets could diminish, according to market observers.
Is it too late to take a renewed interest in gold?
The gold price has soared over the last six months, which begs the question whether investors have missed the boat.
