Where are the opportunities in fixed income?
After falling at the start of 2023, fixed income yields have been climbing again, reflecting worries over inflation and the potential for further monetary tightening.
Comment & Analysis
5176 articles found
The Ruffer Guide: The dangers of dancing
Investors are being lured back onto the dance floor by the siren song of Fomo, just when the music could be about to stop, writes Ruffer fund manager Duncan MacInnes.
What the world’s ultra-rich are buying in 2023
Among Australian ultra-high-net-worth individuals (UHNWIs), the top three investments of passion in 2022 were art, cars and coloured diamonds, and for 2023, it’s set to be art, wine and jewellery.
Regime shift: what it means for strategic asset allocation
In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?
BNP to relocate most HK workers out of Central
The move is set to happen as soon as next year, and some bankers might stay behind in the Central building, the people said.
Quilter Investors lowers fixed ongoing charge for Cirilium portfolio range
The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.
Monthly global house view & investment perspectives
Markets raised expectations regarding the level at which interest rates will peak and also the length of time they will stay there, pushing bond yields higher across the term structure.
Investing in a multi-speed world
The global economy seems poised to operate at multiple speeds in the months ahead.
Will growth outperform further?
An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.
Five Budget pledges that would benefit business
There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels,
Diversity and equality: The investment case
Longer-term societal changes underpin four global investment drivers, creating opportunities for companies that are more diverse and have robust human capital management policies and practices.
HIGHVERN celebrates its own Power Woman
As one of just eight Guernsey professionals shortlisted for the award, Kerrie faced a public vote and a judging panel consisting of 10 esteemed female industry leaders.