Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
Analysis
-
-
Aurora UK Alpha: Survival of the biggest
Aurora and Artemis Alpha’s £260.9m merger was the last in a record-high year for M&A deals in 2024
-
Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
-
The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
-
Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
-
Hidden gems: Three below-radar funds in the IA Targeted Absolute Returns
Spotlight on the small funds that are flying above market returns but below investors’ radars
-
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
-
How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
-
The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
-
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
-
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
-
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