Monthly Market Viewpoint – Accelerating...
The dominance of the technology sector in US equity market returns was a key theme in 2024 with the rise…
01/07/25
Fixed income
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Article
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Podcast
Talking Heads – Have green...
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the…
01/07/25
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Graph
Graph of the Week –...
Recent data from the US Treasury has shown the full extent of outflows from US assets after the US administration’s…
23/06/25
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Article
Tackling uncertainty with absolute return...
After years of yielding close to or even below zero percent, bonds are looking more attractive again – that’s not…
20/06/25
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Podcast
Talking Heads – Making the...
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government…
10/06/25
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Podcast
Talking Heads – It’s a...
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe…
20/05/25