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PIMCO

Has Japan’s story played out?

Patrick Sanders
11 November 2024
Artemis’ Jacob de Tusch-Lec thinks the Japanese equity market’s recovery has run its course, but Matthews Asia’s Shuntaro Takeuchi believes there is plenty more to play for.

How will US equity markets behave during Trump’s second term?

Emma Wallis
08 November 2024
Whatever investors may think of Donald Trump’s election victory on a personal and political level, a pertinent question is what this means for stock markets.

Downing’s Evan-Cook: Bad performance is a feature, not a flaw of great funds

Patrick Sanders
07 November 2024
Simon Evan-Cook urges investors to keep faith with managers during periods of underperformance because “there will be years in which the most amazing fund manager looks like an idiot”.

Three funds to consider in an uncertain bond market

Gary Jackson
05 November 2024
Last week’s Budget sparked some volatility in the gilt market but Hargreaves Lansdown thinks yields are attractive enough to lock in.

Fundswire

Market Monitor – 20 September 2024

Columbia Threadneedle
04 October 2024
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Market Monitor – 23 August 2024

Columbia Threadneedle
03 September 2024
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Kweichow Moutai: spirit of China

Baillie Gifford
12 November 2024
Read more

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