Can Japan beat the rest of the World?
After suffering less from the pandemic than many other major developed markets in 2020, Japan has...
Posts by Darius McDermott
Inflation: will it stay, or will it go?
Inflation is the buzzword in markets at the moment. Prices have risen 5% year-on-year in the US and...
139. Europe: Inflation, M&A and the return of the tourist
Every year, European companies source more and more of their revenues from outside the continent. In...
Value, inflation, energy and UK smaller companies on the rise in 2021
When it comes to investments, the first half of 2021 has been characterised by four significant...
Euro 2020: the similarities between football and UK equities
After a 12-month delay, Euro 2020 will finally kick off this evening when Italy and Turkey meet in...
Could US inflation hit 4%?
Joe Biden marked his first 100 days as president this week – 100 days of “rescue and renewal”,...
Are European companies good investments?
I’m a big horse racing fan and I always remember a horse called Sizing Europe, which was always...
122. What hotel choices can tell you about company CEOs
Chris St John has managed the AXA Framlington UK Mid Cap fund since launch in 2011. In this podcast...
Six pint-sized picks for your ISA
When it comes to our investments, it’s often tempting to pick the most popular option – the biggest...
120. Why inflation could be stronger than people expect
Richard Woolnough has managed M&G Optimal Income fund since its launch 15 years ago. In this...
Will the bull market continue in the Chinese New Year of the Ox?
The Chinese Year of the Rat draws to a close on 12 February 2021. And what a year it turned out to...
Could this be Asia’s decade?
The last decade has been dominated by the US. It’s stock market has returned almost 300% for...
114. A masterclass in interest rates, inflation and fixed income
Gary Kirk, co-manager of TwentyFour Dynamic Bond fund, talks to us about the outlook for interest...
Twelve funds to watch in 2021
As we start the New Year in a new lockdown, still with the hope that this could be the last major...
112. Where would you rather invest in 2021?
In an investment version of the game “Would you rather…”, Darius McDermott, managing director of...