Fixed Income Outlook – Be...
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
Portfolio perspectives
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Article
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Article
Fixed Income Outlook – Corporate...
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Article
Fixed Income Outlook – Not...
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Video
Asset Allocation Video – Goldilocks...
Markets have experienced another big swing in sentiment, shifting towards a more reasonable scenario when it comes to their expectations…
18/04/24
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Podcast
Talking Heads – Exchange-traded funds:...
Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects…
16/04/24
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White paper
Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24