Monthly Market Views: Looking beyond...
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in…
02/04/26
Portfolio perspectives
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Article
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Video
PCF Markets Summit 2026 -...
Listen to the voiceover by Vicky Browne, Investment Specialist, as she summarises the key messages delivered by keynote speaker James…
01/04/26
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Article
Is it time for short...
Elida Rhenals, Co-Head of Inflation, Senior Portfolio Manager Global bond markets suffered in March as inflation fears created by the Middle…
31/03/26
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Article
Multi-Asset Views: Everybody hurts
By Andrew Etherington, Head of Institutional Multi-Asset Total Return These are the core investment decisions from this month’s report on…
26/03/26
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Podcast
Managing multi-asset portfolios amid the...
The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on…
26/03/26
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Podcast
Renewable energy in focus amid...
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel…
19/03/26