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
Analysis
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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
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Can ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform, writes Christian Mayes
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Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are affecting patterns in commodity markets
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ESMA finalises labelling rules for sustainable funds
Sustainable investment commentators criticise adjustments to thresholds, reports Michael Nelson
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge among China and Greater China portfolios
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Will economic green shoots entice investors back to UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Morningstar notes ‘unstoppable rise’ of passive climate funds
The report notes passives’ popularity and flows into fixed income and transition strategies
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Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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A year on from fall of Credit Suisse and SVB: European and US banks diverge
European banking has recovered but turmoil persists among US regional banks, writes Hannah Williford
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Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts