Is the dominance of growth stocks a case of style over substance?
Value strategies have been comprehensively outpaced
Analysis
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Markets have no margin for error as US debt ceiling wrangle rolls on
US lawmakers may have been locked in White House meeting rooms trying to thrash out a deal, but the consensus among investors has been that the debt ceiling problem will be resolved in the end. That sunny optimism took a small hit on Friday as Republican negotiators walked out of the talks, accusing Democrats of…
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US equities investors betting on a ‘soft landing’ could be in trouble
At the annual Berkshire Hathaway meeting at the start of May, Warren Buffett sounded a gloomy note, warning that corporate earnings were likely to be lower as an ‘incredible period’ in American economic history drew to a close. He is not alone. There is an increasing gap between the optimism displayed by stock markets, and…
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Do Europe’s banks have a problem – or is the problem them?
The fallout from Credit Suisse’s takeover by UBS is continuing to be felt across Europe. The move, which saw UBS step in to scoop up its former rival following months of speculation over Credit Suisse’s business affairs, has led to regulators in Europe saying they would look to write down the investments of shareholders as…
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Silicon Valley Bank collapse ripples across Europe
The collapse of Silicon Valley Bank (SVB) in the US has already had a ripple-effect across Europe, even as the long-term impact of the implosion remains murky. Late last week, the US bank – home to deposits for many of the country’s start-up tech firms – revealed it was looking to sell off assets in…
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Markets fall on Russian invasion of Ukraine
As oil breaks through $100 per barrel for the first time in seven years
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Is sale of portable toilet firm sign of a construction slowdown?
Building material shortages and rising prices are dampening the sectors prospects
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Is it finally the end of Evergrande?
The era of ‘too big to fail’ may be over
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News Analysis: The year in review
2021 had its fair share of twists and turns
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The independent boutique advantage
Nedgroup Investments unveils its ‘Seven Golden Rules’ of fund manager selection
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Olof Scholz prepares to replace Mutti Merkel
But what is Germany’s incoming chancellor stepping into?
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Arsenal running dry as governments try to out-manoeuvre Omicron
Flattening the curve failed to curb the spread, vaccination rates are stalling and economies are suffering