Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.
Author Archives: Tom Aylott
Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the TSE aims to cut the dead wood.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.