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Are bonds Losing their appeal after rate cuts?
Are bonds Losing their appeal after rate cuts?
With interest rates at historic lows, should bonds still play a role in an income-focused portfolio,...
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Professional Investors
Will the Fed cut in September?
Will the Fed cut in September?
Inflation is trending in the right direction, with core goods and supercore services deflating slightly...
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Tighter credit spreads are not deterring investors
Tighter credit spreads are not deterring investors
Despite a market trend to tighter spreads, there remain interesting sector wide opportunities in investment...
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Priorities for the new government
Priorities for the new government
As markets come to terms with the new government, what is a key focus for investors?
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Opportunities in UK post-election
Opportunities in UK post-election
As widely expected, the Labour party won a convincing majority on 4 July elections and its leader Sir...
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The sectors ripe for disruption under Labour government
The sectors ripe for disruption under Labour government
The Labour Party’s UK election victory could trigger major change for some areas with its new industrial...
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How will the election impact UK gilts?
How will the election impact UK gilts?
With the election result now in, should investors expect more of the same or brace for volatility? Chris...
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Will central banks 'engineer' a recession to return to 2%?
Returning to 2% inflation is not going to be easy. But what is not being openly discussed is that we...
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Three Fed scenarios, same result
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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What are the risks in dividend strategies?
What are the risks in dividend strategies?
Dividend yield can be one of the main reason's to include a stock in a portfolio.
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How will a Bank of England rate cut impact markets?
How will a Bank of England rate cut impact markets?
Financial markets widely expect an interest rate hold by the Bank of England on June 20, but what if...
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Tide turns for sustainable fund flows at start of 2024
Tide turns for sustainable fund flows at start of 2024
Europe-domiciled sustainable funds saw net inflows in the first four months of 2024, after struggling...
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