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Michael Howell, founder and managing director of CrossBorder Capital, chatted with FNArena from London about global liquidity, its impact on asset markets including equities, gold, bonds and commodities

Oct 03 2024

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out

Sep 16 2024


Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners

Sep 11 2024

China’s Third Plenum has disappointed, with the country’s leaders setting priorities other than growth, Federated Hermes’ Martin Schulz explains

Sep 05 2024


Previous Stories

Company Fundamentals & Interest Rate Cuts Rule

Sep 04 2024

The best strategy for investors has been, and still is, to take guidance from fundamentals and where interest rates will be heading, says Hamilton Wealth


Investors Are Seeking The Right Answers To The Wrong Questions

Jul 26 2024

Investors are paying too much attention to Fed rate cuts while company fundamentals should be their focus, argues Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management


A Blip For Equities, Not A Change In Trend

Jul 18 2024

Overnight price action in the US will most likely prove no more than a blip, rather than a sign the tide may be turning out of the bulls’ favour, opines Pepperstone’s Michael Brown


Investors Are Being Punished For Diversifying

Jul 15 2024

Share markets are having a jolly great time, but investors should not let their guard down, warns Carley Garner


A Bite Of The “Refreshed” Apple

Jun 14 2024

Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?


Opportunities In China’s New Economy Cycle

Jun 11 2024

T Rowe Price says breaking away from reliance on traditional approaches and exploring new growth drivers can help investors to capture some of the many new investment opportunities emerging in Chinese stocks


Amazing Nvidia Has Fans & Critics In Awe

May 27 2024

Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?


What Factors Are Driving US Exceptionalism?

May 21 2024

The USA stands out from the pack. T. Rowe Price’s Chief US Economist, Blerina Uruci, explains why and the future consequences


The Power Of New Weight-Loss Drugs

Apr 03 2024

GLP-1s offer far more across the healthcare sector than just weight-loss, with far-reaching societal implications, explains T. Rowe Price’s Nabil Hanano


The Geopolitical Future That Has Already Happened

Mar 13 2024

Investors are advised to prepare for a new geopolitical future, with short term and further out ramifications



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