Emerging markets: China property fixes and dollar weakness

1. Earnings: Consensus forecasts call for 18% earnings growth for the MSCI Emerging Markets Index in 2024, which compares to a forecast 9% contraction in...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: MongoDB is one of the hottest software plays on AI

We believe MongoDB (MDB:NASDAQ) could be one of the hottest ways to play another strong year of AI (artificial intelligence) growth in 2024, and many...

Thu, 21/12/2023 - 00:00


How does pension drawdown work and can I vary withdrawals?

Please could you explain how pension drawdown works? Instead of taking 25% tax-free lump sum in one go, is it possible to take a smaller...

Thu, 21/12/2023 - 00:00


Discover the stocks the professionals changed their minds on in 2023

For the second part of our annual survey, we asked fund managers if they had changed their view on any stocks this year, for better...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: Buy Puretech Health for lower risk access to an exciting drug portfolio

Boston-based biotechnology company Puretech Health (PRTC) has a strong track record of creating value for shareholders.


Thu, 21/12/2023 - 00:00


Five big themes to watch in 2024

No investor knows what is coming next, and whether inflation, stagflation or deflation will result from the combination of the interest rate pauses, quantitative tightening,...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: Buy Smith & Nephew for continued recovery and re-rating potential

Tentative signs of sustainable margin improvement and market share gains, combined with the tailwind provided by continued recovery in elective procedures, should provide medical products...

Thu, 21/12/2023 - 00:00


Active managers struggle to keep pace with trackers again

It’s been another poor year for active managers across the seven key equity sectors monitored by AJ Bell’s Manager versus Machine report. Overall, just 36%...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: Adobe is one of the best ways to play AI

It may look like odd timing to back...

Thu, 21/12/2023 - 00:00



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