Rotation away from growth raises questions about how sustainable strategies will perform.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
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.
India offers investors upside surprise but it does come at a premium
India offers investors upside surprise but it does come at a premium.
How much further will equity markets drop?
Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna.
China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities.
