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Professional Investors
Is the global economy out of gas?
Is the global economy out of gas?
The global macro backdrop is uneven as some regions are proving more resilient in the face of challenging...
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Professional Investors
Ignore the mortgage market – the UK consumer is on solid ground
Ignore the mortgage market – the UK consumer is on solid ground
Unlike the word ‘mortgage’, there is nothing half-dead about the UK market.
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Institutional Investors
Is there haven potential in corporate bonds?
Is there haven potential in corporate bonds?
Short-dated sterling corporate bonds offer a compelling opportunity in the current uncertain landscape....
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Professional Investors
What is specialty finance?
What is specialty finance?
Investors may be familiar with corporate and commercial real estate markets, but less so for specialty...
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Professional Investors
Time to invest in commodities?
Time to invest in commodities?
With core inflation remaining stubbornly high, is it time to invest in commodities?
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Professional Investors
The state of the mortgage market
The state of the mortgage market
What is the state of the mortgage market and why are agency mortgages attractive?
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Professional Investors
High yield is approaching an inflection point
High yield is approaching an inflection point
Security selection is imperative in an environment of higher credit volatility.
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Professional Investors
Is renewable tech modelling unduly pessimistic?
Is renewable tech modelling unduly pessimistic?
Has the falling cost of renewable technologies been underestimated by industry modelling?
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Institutional Investors
Markets are underestimating the rate rises to come
Markets are underestimating the rate rises to come
Hiking cycles are still likely to cause recessions in many economies.
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Professional Investors
Summer's not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Professional Investors
Fixed Income Strategy Update
Fixed Income Strategy Update
PIMCO share an update to their approach to investing in fixed income assets and where they see the opportunities...
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Professional Investors
Are insurance products a damp squib?
Are insurance products a damp squib?
These days, people are increasingly interested in options that offer them real value, and when it comes...
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