Examining the knock-on effects of the Ukraine crisis for fixed income investors
Mark Nash examines how events in Ukraine have affected the outlook for inflation and the prospect of central bank tightening and what this means for fixed income investors.
Why gold and silver could break out
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.
Has the outlook changed for emerging markets?
Is it a good time to increase your EM exposure? Nick Payne and Oliver Lee discuss where they’re finding the best opportunities, and the countries and sectors they avoid.
Inflation is as much a political problem as an economic one
Huw Davies, Assistant Fund Manager, Fixed Income Alternatives, discusses the driving forces behind central bank policy action, as central banks appear to target lower inflation over stimulating growth.
How to prepare for the next growth shock
2022 has been difficult for markets: rate volatility, losses in government bonds and high-quality credit. What’s next? Ariel Bezalel and Harry Richards share their views.
The new era of inflation, tightening and reduced liquidity
Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.
A systematic approach to value investing
James Murray, Senior Analyst, and Amadeo Alentorn, Head of Systematic Equities, tease out some of the subtleties involved in value investing, and explain why this is important to investors.
Japan feels the economic impact of war in Europe
Direct exposure to Russia and Ukraine among Japanese companies is low, but the second order global effects of the war are far-reaching. Dan Carter and Mitesh Patel give their view.
Russia: the facts have changed
Ross Teverson reflects on the tragic events in Ukraine and the implications that sanctions and counter-sanctions have for emerging market investors.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.