Investment Outlook

Liontrust’s John Husselbee explains why cyclical trends of the past few years are returning to more normalised levels and it is structural growth trends that should be driving portfolio construction.

Will McIntosh-Whyte of Rathbones ponders whether previously traumatised investors in Japan’s stock market will finally feel safe returning there.

The US Federal Reserve’s Overnight Reserve Repurchase (ON RRP) facility could run out in the next few months, and concerns are emerging over the potential impact on financial markets.

Concentration risk is pronounced in the UK market. Rathbone UK Opportunities Fund manager Alexandra Jackson explains that UK smaller and mid-sized stocks offer much better breadth.

Successful investing isn’t predicting the future. It’s learning from the past and understanding the present. J.P. Morgan present seven strategies for guiding portfolios towards tomorrow’s goals.

Looking at headwinds faced in 2023, Matthew Tillett, Manager of the Premier Miton UK Value Opportunities Fund, discusses how he navigated these challenges and opportunities he sees in 2024.

Liontrust discuss what the narrowness of the bull market means for balanced investors, the impact of the fragmentation of globalisation and why bonds are offering attractive opportunities.

Created to make computer game graphics more beautiful, Nvidia stumbled into the most important technology of our age. Rathbone Greenbank Global Sustainability Fund manager David Harrison explains.

Polar Capital’s Alastair Unwin explores the trajectory for rate cuts, inflation and growth as well as stockpicking with an artificial intelligence lens.