Fixed Income Investments: Gearing up for a fluid macro environment
Mark Nash, James Novotny and Huw Davies analyse the outlook for interest rates and fixed income as the US economy continues to stay resilient.
Positioning bond investments for steep rate cuts
Ariel Bezalel and Harry Richards say that the state of the global economy calls for a sharp decline in interest rates in the coming months, which could potentially benefit government bonds.
A portfolio for all seasons
Investment managers Jason Pidcock and Sam Konrad explain why they think the Jupiter Asian Equity Income strategy is well positioned for lower interest rates.
Indian Equities: The long-term investment case for India
Leighton Riley (Investment Director, Indian Equities) looks at what the long-term outlook might be for Indian equity investment.
Staying Patient in Global High Yield Credit
Fund manager Adam Darling says high yield credit has had a good run so far this year, but that investors should continue to watch the economic data closely for any threats to the prevailing soft landing narrative.
The silver slingshot: reaping the potential benefits of a strategic allocation to silver
Ned Naylor-Leyland examines the potential benefits behind allocating to silver and explains why he believes silver is poised to break out and what this could mean for investors.
Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.
What next for gold after recent price breakout?
Ned Naylor-Leyland examines the driving forces behind gold’s recent price breakout, explains why this hasn’t led to increased investor flows into gold funds, and highlights the unique opportunity this presents.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.