Category: Business
UK small-caps and mid-caps outperformed the market in 2023, but challenges like interest rate hikes, inflation, and outflows led to strategy shifts towards value-oriented investments and selective growth stocks.
From Morningstar: In 2023, UK small caps and mid-cap stocks outperformed the overall market, but only one fund in the
Despite pessimism and property challenges affecting China's economy and consumer confidence, there is potential for growth and global success for competitive companies.
From Morningstar: Sandy Pei, Deputy Portfolio Manager of the Federated Hermes Asia ex-Japan Fund, shares insights on Chinese economy. Pessimistic
The upcoming UK Budget may introduce a small cut to National Insurance Contributions and encourage investment in UK equities, despite tax burdens and potential investment risks.
From Morningstar: Chancellor is set to deliver Budget this week. Shift towards political leaks prior to Budget statements noted. High
