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Professional Investors
Flash Fixed Income: A game-changer for European assets?
Flash Fixed Income: A game-changer for European assets?
A shift in German fiscal policy could unlock hidden value in European credit markets.
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Professional Investors
Market outlook: navigating policy shifts and geopolitical risks
Market outlook: navigating policy shifts and geopolitical risks
How will central bank divergence, geopolitical tensions, and inflation shape markets in the months ahead?...
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Professional Investors
How tariffs may influence the Fed's 2025 rate strategy
How tariffs may influence the Fed's 2025 rate strategy
Will US tariffs influence the Federal Reserve's interest rate decisions in 2025?
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Professional Investors
Rethinking US equity exposure as valuation premiums persist
Rethinking US equity exposure as valuation premiums persist
Discover why future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks....
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Professional Investors
Growth that endures: Investing beyond the headlines
Growth that endures: Investing beyond the headlines
Beyond the headlines and short-term trends, the Baillie Gifford Managed Fund focuses on fundamental analysis...
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Professional Investors
Is complexity required for investment success?
Is complexity required for investment success?
A long-term perspective, combined with a simple and consistent approach can be a true differentiator...
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Professional Investors
Interest rate hold signals cautious optimism for UK markets
Interest rate hold signals cautious optimism for UK markets
What does the Bank of England's decision to hold interest rates at 4.5% mean for the economy?
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Institutional Investors
Fixed income outlook: key positioning for 2025
Fixed income outlook: key positioning for 2025
Where are the key opportunities in fixed income as markets adjust to shifting central bank policies?...
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Professional Investors
Why the 60/40 portfolio no longer fits the bill
Why the 60/40 portfolio no longer fits the bill
Is the traditional 60/40 portfolio still fit for purpose in today’s market environment?
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Professional Investors
The potential consequences of Trump's tariff strategy
Could Trump’s tariff policies end up hurting the US economy more than its rivals? Professional investors...
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Professional Investors
How tariffs could reshape the US inflation outlook
How tariffs could reshape the US inflation outlook
Will softer inflation data be enough for the Federal Reserve to start cutting interest rates?
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Professional Investors
Supporting financial advisers in an increasingly globalised world
Supporting financial advisers in an increasingly globalised world
How is international wealth management evolving to meet the needs of financial advisers and their clients?...
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