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The cheapest stocks are really, really cheap
US and European indices climb more than 10% but inflation and recession fears stalk markets
Scottish group’s change in fortunes helped by return of capital to investors
Our new columnist sets out his investment stall and reveals he still has faith in UK stocks
Fall in sterling since Brexit and rising optimism over French stocks have tilted the scale
Free float is a better measure of the investable market
Groups that disappointed on both profit and sales have underperformed the market by almost 7%
And will work now
Strong profit growth forecasts to catch up with reality of a weaker economy
Look for value in unloved sectors such as carmaking
A valuation gap is hard to close when investors hate all equities
British PMs Make Case for British Assets Shocker
Companies are spending free cash flow on reducing debt and buying back stock
Investors should resist a knee-jerk move to speculative assets based solely on the central bank potentially reversing course
Analysts anticipate weakest increase in S&P 500-listed companies’ profits since Covid crisis
‘Flash crash’ in gilts is latest episode of over-reliance on risk metrics begetting greater swings in price
A surge in put options reflects fears of more asset price falls as central banks take action against inflation
Listing of life and asset management group seen as test of investor appetite for new listings
Falls against the dollar are due to the loss of competitiveness after the rising cost of energy
Richard Buxton pessimistic that a tumbling pound and a renaissance for fossil fuels will reverse sell-off trend
Summer optimism has given way to worries about the impact of rising rates and pressure on earnings
Two sensible, crowded trades
Sliding sterling helps stocks but fund managers see dark outlook for currency and bonds
Why the investment sweet spot may no longer be appropriate today
Asset managers return to expensive growth shares amid shifting views on rates and inflation
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