Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
Will frontier markets benefit from deglobalisation?
As relations between China and the US remain strained, those countries that are trying to stay clear of any friction could benefit.
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stock market performance?
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
With spreads falling despite the recession risk, do they adequately compensate investors?
Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks.
