01/18/2022

Positive outlook and improving fundamentals - UBP

Macro and micro conditions in 2022 should be positive for credit markets, says Mohammed Kazmi, Portfolio Manager and Macro Strategist, in this podcast with Bernard McGrath, Senior Investment Specialist.

01/18/2022

Investment Review - Ruffer

All these factors are threats to capital values, at a time when those assets are partying. Our view is this is no time for exuberance – it is a time to keep safe.

01/17/2022

Banks turn to richest clients for 2022

The new wealth management team absorbed the bank’s trust and pension fund division along with other parts that could boost its capacity.

01/17/2022

Review of the week: Just like the old days

With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.

01/17/2022

Key drivers in emerging-market debt

At the same time, the resurgence of acute Covid-19 uncertainty caused by the emergence of the Omicron strain has further impacted EM growth prospects, which were already dented by the likelihood of a Chinese slowdown.

01/14/2022

Brighter outlook after the fourth wave

The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.

01/14/2022

Four multi-asset perspectives on inflation

We also provide a summary of our investment research – a hallmark of our investment practice, as we often integrate findings into our management of portfolios.

01/13/2022

Global M&A Insights: Technology deals dominate in 2021

We also look into the reasons behind record capital raising by technology companies, the considerations required for AI due diligence and talent retention in technology acquisitions, and the global trend for growing government intervention on sensitive tr