Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
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.
Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits.
Is the dominance of growth stocks a case of style over substance?
2022 was hailed a year of revival for value strategies, but they have been comprehensively outpaced by growth strategies to date in 2023.
Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm.
Emerging markets may be the play to make as the dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class.
There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing.
Credit Suisse demise and banking turmoil throw monetary policy picture into doubt
Investors left unsure of the Fed’s plans for the coming months.
