Talking Heads Generating income, protecting capital in bonds
Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the…
24/04/25
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Insights 1776
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Podcast
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Article
An ETF for European equities Well-timed and cost-efficient
Despite the region’s improving medium to long-term prospects, European equities have repriced dramatically in recent weeks, namely in response to…
23/04/25
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Article
Weekly Market Update Do we need a bigger boat?
In June 2023, after a photo taken at a concert had circulated on social networks, the chair of the US…
23/04/25
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Podcast
Talking Heads ETF flows and trends in a world in flux
Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market…
22/04/25
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Article
Fixed income absolute return investing delivers amid volatility
Our approach to fixed income absolute return investing aims to generate positive returns over an economic cycle regardless of conditions.…
17/04/25
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Article
Moderating inflation keeping ECB on track
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think…
17/04/25
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Graph
Graph of the Week Does the gold bull have further to run?
Since the 2007-08 Global Financial Crisis, gold has been seen as a hedge against a variety of risks: rising inflation,…
17/04/25
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Article
Monthly Market Viewpoint Waiting for the moment
Market gyrations due to rapidly changing tariffs are likely to continue until some sort of agreement is reached between the…
15/04/25
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Article
Weekly Market Update Tariffs, inflation, growth: what to expect next?
After the ‘Liberation Day’ turmoil, US President Donald Trump last week adjusted his ‘reciprocal’ tariffs, reviving risk-on trades, with US…
15/04/25
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Podcast
Talking Heads Making a difference with impact investing
Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing…
15/04/25