Talking Heads – Taking an...
In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss…
18/06/24
Fixed income
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Podcast
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Podcast
Talking Heads – Short maturity...
With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the…
11/06/24
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Article
The evolving world of real...
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular…
06/06/24
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Podcast
Talking Heads – Adding a...
With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed…
28/05/24
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Graph
Graph of the Week –...
On a historical basis, our fixed income team sees a level of US real yields at or close to the…
27/05/24
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Article
Update to our asset allocation...
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24