Fund sector reviews

Our fund research team review the performance of stock markets and individual funds across various sectors. Read our latest updates below.

April 2024

Japanese fund sector review – what’s a weaker yen done to the stock market?

UK funds sector review – when will interest rates be cut?

European market and fund review – will the ECB cut interest rates this summer?

March 2024

US funds sector review – what’s next for interest rates, tech stocks and the US election?

Mixed and total return sector review – which markets did best?

February 2024

Bond funds sector review – 2023’s great pivot and what’s next for bonds

Asia and emerging markets sector review – elections, markets, and dragons

January 2024

Japan sector funds review – is age of deflation over?

Global funds sector review - early rate cuts becoming unlikely?

UK sector review – what’s next for the UK stock market in 2024?

December 2023

European stock market and funds review – eurozone inflation drops more than expected

US funds sector review – interest rate cuts on the way?

November 2023

Mixed and total return sector review – mixed economic data and peak rates

Asia and emerging markets sector review – will China hit its growth target?

Bond funds sector review – are we near peak interest rates?

Global Sector review – Japan finally tightens monetary policy

October 2023

UK stock market review – market resilient as hopes of a rate peak grow

September 2023

European stock market and funds review – have we hit the interest rate peak?

US funds sector review – are US regional banks in trouble?

August 2023

Mixed and total return sector review – keep calm and carry on?