Investment picture is complex due to the wide variation in the countries forming the asset class.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
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.
Why a relief rally in European equities could become much more
There is a long tail of undervalued small- and mid-cap companies in the region.
The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in.
Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform.
Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double.
Rising inflation brings Japan back into focus for investors
Yen weakness has masked relatively robust outlook for corporate earnings.
Tightly wound Chinese economy poised to spring back into action
But easing of restrictions could open the Covid floodgates or heap more misery on global inflation woes.
Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back.
