James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return…
09/10/25
Hopes for US small-capitalisation shares were high after last November’s re-election of Donald Trump. Investors looked for a repeat of…
08/10/25
The persistent rise in the value of risk assets leaves investors with a dilemma: on the one hand, many valuation…
08/10/25
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
Global infrastructure systems are under mounting pressure. Rapid digitisation, the expansion of artificial intelligence and datacentres, and the widespread electrification…
06/10/25
The prospect of tighter regulations on harmful food additives in the US supports opportunities for natural ingredient companies, write Co-Portfolio…
06/10/25
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
What are the advantages of investing in an exchange-traded fund rather than just buying stocks? ETFs offer investors diversification, spreading…
02/10/25
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Investors have reassessed the effects of the Trump tariffs on…
02/10/25
