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David Cornell, Ocean Dial

India shines through emerging market gloom

Emerging market equities saw big losses in 2022, but while many countries face significant headwinds, there are also several bright spots to be found

Rupert Kimber, Quaero Capital

The rewards and challenges of investing in Japan in the current climate

Many investors are unfamiliar with a country in which a stealth equity rally is taking place

Jan Blakeley Holman, Thornburg Investment Management

Reasons not to be cheerful about alternatives

As we enter 2023 and beyond, what will you remember about 2022 and the investment decisions you made in the wake of very challenging markets?

Stéphane Monier, Bank Lombard Odier

Weighing the dynamics of US midterms and inflation

A divided Congress is likely to mean policy gridlock for the Biden administration, though the direction of monetary policy will be of more significance to markets

Richard Flynn, Charles Schwab

What history tells us about politicians' influence over equity markets

While presidents are always quick to take credit for strong stockmarket performance while being quick to blame their predecessor for poor performance, history indicates they are likely responsible for neither

Lula

Divided Brazil set for growth

Brazil’s president-elect ‘Lula’ da Silva will take over an economy in decent shape and with a central bank which has been ahead of the curve in the fight against inflation

Saira Malik, Nuveen

US stocks battered by gathering storm

Although the US economy seems likely to tip into recession in the not too distant future, there is optimism the country will rebound quicker than others

Ylva Baeckstrom

Time for financial services to empower wealthy philanthropists

Sustainable investing is here to stay. The financial services industry needs to nurture and drive it, argues Ylva Baeckström

Polina Kurdyavko, BlueBay Asset Management

New solutions required to address frontier market indebtedness

Frontier markets, especially those in sub-Saharan Africa, could well face be facing a financing crisis unless a policy mix can be found to improve growth prospects and put debt servicing on a sustainable path

Louis Citroën, Comgest

Which stocks hold up well in a recession? Try ‘Mission Critical’ productivity boosting companies

In these turbulent economic times, the best investments may be in companies that offer products and services which significantly increase the efficiency of others

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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