Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
Investment
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Generation next with Charlotte Cuthbertson: ‘Have faith in your convictions’
Co-manager of Migo Opportunities Trust explains why she would like to see investment trusts play a bigger role in portfolios and how important it is to be yourself
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia
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Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024, but leapt a whopping 35% in November
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KBI Global Investors appoints natural resources portfolio manager
Craig Bonthron rejoins KBI Global Investors after 14 years away
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Fund manager profile: Cohen & Steers’ Jason Yablon on the reit move
Following a period of ‘hunkering down’, the head of listed real estate explains why he is hopeful the commercial property sector is on the way up as we head into 2025
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Ninety One UK Sustainable Equity fund to merge with global mandate
Manager Matt Evans to remain part of sustainable equity team
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Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
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Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024