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Financial Advice
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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Investment Management
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 financial conditions.
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Pensions
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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Investment Management
What is specialty finance?
Investors may be familiar with corporate and commercial real estate markets, but less so for specialty finance.
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Investment Management
Time to invest in commodities?
With core inflation remaining stubbornly high, is it time to invest in commodities?
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Investment Management
The state of the mortgage market
What is the state of the mortgage market and why are agency mortgages attractive?
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Financial Advice
Is renewable tech modelling unduly pessimistic?
Has the falling cost of renewable technologies been underestimated by industry modelling?
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Financial Advice
High yield is approaching an inflection point
Security selection is imperative in an environment of higher credit volatility.
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Pensions
Markets are underestimating the rate rises to come
Hiking cycles are still likely to cause recessions in many economies.
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Investment Management
Summer’s not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Investment Management
Fixed Income Strategy Update
PIMCO share an update to their approach to investing in fixed income assets and where they see the opportunities in the market.
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Financial Advice
Offense and defense – health care offers exposure to both worlds
Few sectors offer defensive characteristics and attractive growth potential.
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