Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
Category: Industry trends
How much longer will gilt and treasury yields remain in lockstep?
The UK debt burden is high, but why has the more benign inflationary outlook not filtered through to gilt prices?
Is the tide finally turning for Chinese equities?
One head of emerging markets says there is every chance China will be one of the best performing stock markets in the next five to 10 years.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival on the back of an improving macro backdrop.
Fidelity jumps to fifth in Broadridge China survey
Fidelity beaks into the top five for the first time in Broadridge’s China Power Ranking, a survey of the top performing asset managers in China.
Does India deserve its premium to emerging markets?
There are several reasons why the gap between India and other emerging markets could diminish, according to market observers.
Fixed-term bond funds double net inflows in 2023
Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.
JP Morgan retains pole position in Z-Ben China rankings
The US firm excels with its outbound and inbound product offerings, with UBS/CS dominating with its onshore business.
James Bullard: there’s enough data for the Fed to begin cutting
The former president of the Federal Reserve Bank of St. Louis explains why he thinks the Fed should move to cut interest rates now.
