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Top three emerging market themes
Top three emerging market themes
Carry, duration and spreads are all key emerging market themes.
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Autumn Statement: Tax thresholds stay put, savers hurt
Autumn Statement: Tax thresholds stay put, savers hurt
What UK savers urgently needed to see - and didn't - in the Autumn Statement were a bit more cautious...
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Looking further afield for impact: three case studies
Looking further afield for impact: three case studies
Deep, fundamental analysis can really pay off.
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Is now an attractive entry point for Chinese assets?
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
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US to outpace peers again as global economy set to outperform
US to outpace peers again as global economy set to outperform
Economists predict strong income growth amid cooling inflation and a robust job market.
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What could an escalation in the Middle East mean for central banks?
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on global growth and resist central...
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Cash is not king
Cash is not king
Cash is not substitute for assets that can provide the growth and diversification needed to build wealth....
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Why the "high for longer" narrative is flawed
Why the "high for longer" narrative is flawed
Central banks will likely ease sooner than expected.
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The fairytale of a soft landing
The fairytale of a soft landing
The consensus view toward a mild downturn looks misplaced.
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Professional Investors
Never mind the naysayers, the dollar is untouchable
Never mind the naysayers, the dollar is untouchable
The greenback’s role as the world’s foremost reserve currency is unlikely to be undermined anytime soon,...
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Russian LNG undermines the EU's energy security
Russian LNG undermines the EU's energy security
There is opportunity for U.S. LNG to fill the gap.
Professional Investors
Why have bond yields continued to rise?
Why have bond yields continued to rise?
Four reasons why yields have defied falling inflation.
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