We think small-cap investors are well-advised to follow the investment maxim, “Look to be fearful when others are greedy and greedy when others are fearful.”
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an uncertain environment for investors.
Income arrives in many shapes and sizes The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession. Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…
With inflation emerging from a long slumber to become a giant bugbear once more for the global economy and investment markets, investors are intensifying their focus on the search for assets that can offer some protection against inflation.
The combination of rising global interest rates and increasing recession fears has complicated the current investing environment.
After months of fretting about soaring inflation, markets are now fully in recession-fear mode.
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
Here, I focus on five myths about China’s economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge the opportunities and risks of investing in China.
China’s bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time.
The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a generation. Also discussed are risk and its repercussions, shifts in global politics and Great Power relations, a warming planet and shifting energy mix, as well as financial disruption and regime…
