Kenneth Lamont

Investors cautiously turn to Europe as US credibility falters under Trump's tariffs

Europe

Investors cautiously turn to Europe as US credibility falters under Trump's tariffs

Rising Treasury yields and falling US indices

clock 17 April 2025 • 3 min read
Trump's 'erratic' policies push $22bn out of US equities in 21 days

Funds

Trump's 'erratic' policies push $22bn out of US equities in 21 days

European popularity rises at the same time

clock 28 March 2025 • 4 min read
Morningstar's Kenneth Lamont: Five key questions on the shift in asset management

Investment

Morningstar's Kenneth Lamont: Five key questions on the shift in asset management

'Year of significant transformation'

clock 11 February 2025 • 4 min read
Investors dispute defence stock overvaluation concerns as military spending grows

Companies

Investors dispute defence stock overvaluation concerns as military spending grows

Following ‘depressed decade’

clock 24 July 2024 • 4 min read
Thematic fund investors miss out on two thirds of returns due to poor timing

Funds

Thematic fund investors miss out on two thirds of returns due to poor timing

Morningstar research

clock 15 November 2023 • 2 min read

ETFs

BlackRock's venture into synthetic ETFs 'surprising' but 'not hypocritical'

iShares S&P 500 Swap UCITS ETF launched in September

clock 13 October 2020 • 5 min read

Global

Healthcare 'Covid-19 bubble' reminiscent of dotcom boom, fund managers warn

Vital signs to the past?

clock 01 June 2020 • 7 min read
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