The art of fundamental sustainability analysis
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At a time when the imperative for sustainable investing been higher, Freddie Woolfe explains what fundamental sustainability analysis really entails.
Notes from the Investment Floor – Credit spreads heading even narrower?
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Hilary Blandy discusses the trend towards structurally lower default rates and the possible implications this could have for credit spread ranges in future.
Notes from the Investment Floor – Fed hawks and Goldilocks
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Adam Darling discusses last week’s Fed meeting, the credit backdrop and bond market scepticism about central bank tapering.
A gold investor’s view of inflation, crypto assets and real money
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Ned Naylor-Leyland comments on gold and silver, inflation, digital currencies and the changing monetary system.
Zero trust: the vaccine for the other pandemic
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Organisations need to work on the assumption that cyberattacks are inevitable, says Brad Slingerlend, co-founder and investor at NZS Capital.
Staying Consistent and Finding Quality in European Small Companies
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Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.
Notes from the Investment Floor – EMD and the great inflation debate
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Reza Karim explains why emerging market debt hasn’t performed in line with expectations this year, and how higher inflation is impacting the asset class.
Notes from the Investment Floor – Reflation trade may struggle in H2
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Ariel Bezalel discusses the outlook for global bond markets and the headwinds to President Biden’s spending plans.
Silver: A Populist Metal for a Populist Era
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Ned Naylor-Leyland says silver, the populist monetary metal, is poised to become even more popular.
Credit ratings: back in the spotlight?
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It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.