Why US mortgage-backed securities now?
US mortgage-backed securities (MBS) should benefit from a steepening of the bond yield curve once the US Federal Reserve begins…
15/07/24
Portfolio perspectives
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Article
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White paper
Timberland – A growing asset...
Commercially managed forests are catching the eye of investors as they can offer stable returns with regular income, be a…
12/07/24
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White paper
Mid-year investment update – Navigating...
The US economy is still headed for a soft landing, even if views on the speed and timing of the…
08/07/24
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White paper
A practical handbook – Adjusting...
For many investors, taking the actual and likely effects of climate change into account when shaping portfolios is now a…
05/07/24
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Podcast
Talking Heads – Natural capital:...
In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer.…
02/07/24
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Podcast
Talking Heads – The case...
The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has…
25/06/24