Expert Investor

Feb 28, 2024 | expertinvestoreurope.com | Cherry Reynard

Both buybacks and M&A should help realise value in UK shares, boosting prices and giving investors another reason to consider the UK stockmarketNot only does M&A activity appear to be picking up, with a high-profile bid for UK electronics retailer Currys, but the scale of company buybacks continues to accelerate. If it goes well, it could be the catalyst to generate self-sustaining momentum in the UK markets; however, it could also contribute to the lingering problem of de-equitisation.

Feb 15, 2024 | expertinvestoreurope.com | Cherry Reynard

Emerging market growth is becoming increasingly dependent on fundamentalsEmerging markets have never been homogenous, but in 2023 their fortunes diverged more than ever before. On the one hand was China, where stockmarkets slumped for a third consecutive year. On the other was India, Latin America and Taiwan, where punchy economic growth was reflected in buoyant stockmarkets. China’s weakness had a significant impact on the aggregate performance of emerging markets.

Feb 8, 2024 | expertinvestoreurope.com | Cherry Reynard

Are there longer-term risks to the seemingly benign inflation picture? If 2024 is to be the ‘year of the bond’, inflation has to fall. The assumptions around inflation have had a wobble since the start of the year, as the US CPI reading for December came in ahead of expectations, and economic growth continues to soar. This has destabilised bond markets and seen yields drop again. How confident can investors be about the trajectory of inflation – and therefore bond markets?

Feb 1, 2024 | expertinvestoreurope.com | Cherry Reynard

Healthcare is a sector with a lot going on, writes Cherry Reynard, and some of its potential appears unappreciated by investorsIf AI was the dominant theme in 2023, healthcare might snap at its heels in 2024. Healthcare has often been characterised as dull and defensive, but breakthroughs on obesity drugs, on Alzheimer’s treatment and on personalised medicine are creating new avenues of growth. How significant are the developments in the healthcare sector for investors?

Jan 18, 2024 | expertinvestoreurope.com | Cherry Reynard

It is tough to pick the resulting market outcome from any election, writes Cherry Reynard2024’s calendar of elections kicked off with the Taiwanese election, which immediately careered into controversy. Yet markets appear to be untroubled by any potential escalation in geopolitical tensions it may bring about. Is this a sign of things to come, where markets largely ignore the outcomes in the busiest year for elections in history?