The market has for some time chosen to ignore the facts and focus on the more bullish survey data, but as recent weeks have shown with significant underperformance by European markets, the fundamentals will show through eventually.
When a blatant error is repeated frequently it is worth thinking about why. In this case the example is not directly related to investment or economics but there is an important parallel.
Anthony Bolton handing the reins to Dale Nicholls in April may signal a turn in fortune for Fidelity China Special Sits.
What does the latest EU review tell us about retail financial services?
The global economy is further down the recovery road than people think, says Schroders’ Marcus Brookes, who is already prepared for the aftermath. He speaks to Philip Scott
The strength of government bond markets has surprised many this year.
As it approaches its next phase of thematic review, the FCA has discovered that many firms’ approach to disclosure was “going into a restaurant and being asked to order without being allowed to see the menu or the price list”.
Many old guard technology companies’ buybacks are “fake” and channelling money to employees at the expense of shareholders, Lombard Odier Funds Technology co-manager Bolko Hohaus says.
Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.
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Hooked on investment at 13, the Artemis Global Income fund manager revels in the competitiveness of the ‘game’
”We are now five years-plus post-Lehman and a lot of people are already forgetting the lessons”