PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
Analysis
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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘Possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
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Could UK small-cap revival become a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
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Private capital ESG fundraising in 2024 comparable to 2022 standout highs
ESG is demonstrating ‘enduring relevance’ at a time when many have written it off, reports Michael Nelson
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Dollarisation in emerging markets: Does it actually work?
Nicholas Hardingham look at dollarisation within EM countries and assess whether it’s a successful fast track to restoring economic equilibrium
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Why the tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in winner-takes-all race for AI dominance, warns Tom Aylott, bringing their future relevance into question
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Where next for Japan’s economy and markets?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut could be marginal given the region’s increasingly fragile political situation
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View from the top: Saker Nusseibeh – Love over gold
The Federated Hermes Limited CEO discusses the purpose of asset management, building culture and asking the right questions
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What does the Indian election result mean for investors?
Weaker than expected result for the Modi-led BJP sent Indian equity markets into a brief spin, writes Christian Mayes
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may come to pass with falling inflation in UK, US and eurozone
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Three factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle