Geopolitical unrest leads to European food tech investment lows
Investment is set to fall by 30% this year
Analysis
-
-
How have recent European elections impacted energy?
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector
-
PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
-
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
-
Could UK small-cap revival become a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
-
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
-
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
-
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
-
Where next for Japan’s economy and markets?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
-
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
-
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
-
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