Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
Analysis
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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
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Will bumpy inflation figures defer the interest rate cuts markets crave?
The path towards a target of 2% is proving more turbulent than many investors had expected
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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Can M&A and buybacks breathe life into UK market?
Both buybacks and M&A should help realise value in UK shares, boosting prices and giving investors another reason to consider the UK stockmarket Not only does M&A activity appear to be picking up, with a high-profile bid for UK electronics retailer Currys, but the scale of company buybacks continues to accelerate. If it goes well,…
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Crisis valuations – without the crisis
Sometimes the market is not just inefficient, it throws up opportunities that defy logic – and today, argues Jack Holmes, is such an occasion
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What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals Emerging markets have never been homogenous, but in 2023 their fortunes diverged more than ever before. On the one hand was China, where stockmarkets slumped for a third consecutive year. On the other was India, Latin America and Taiwan, where punchy economic growth was reflected in…
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Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture? If 2024 is to be the ‘year of the bond’, inflation has to fall. The assumptions around inflation have had a wobble since the start of the year, as the US CPI reading for December came in ahead of expectations, and economic growth continues to…