Value stocks and smaller companies could benefit from a UK equity revival on the back of an improving macro backdrop.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
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.
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts and the impact this will have on Europe.
Will bumpy inflation figures defer the interest rate cuts markets hope for?
While the path towards the 2% target is more turbulent than expected, expectations around rate cuts are now more reasonable.
What do the conflicting signals of the bond market mean for investors?
Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
The outlook for clean energy as governments roll back on green pledges
Cash-strapped governments around the world are balking at the cost of green measures.
Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election.