Absolute return fixed income: Mark Nash’s outlook
Mark Nash gives his outlook for fixed income markets and explains the merits of an ‘absolute return’ approach to the asset class.
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
Are we about to push reset on the global monetary system? Since 2008 the revolution in central bank policy has been extraordinary and fiat currencies, totally reliant on trust, have been undermined arguably to breaking point.
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Quick thinking from active minds
To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.
Webcast recording: In Europe – are you going where the growth is?
What effect is so-called ‘reflation trade’ having on long duration ‘quality growth’ businesses and why are European smaller companies so attractive?
Ariel Bezalel and Harry Richards: Latest webcast
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the global macro environment, why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.