Talking Heads – Which long-term...
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In…
05/06/25
Global
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Podcast
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Podcast
Talking Heads – ETF flows...
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
Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25
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Article
Monthly Market Viewpoint – Not...
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7…
10/03/25
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Podcast
Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25
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Article
Summer reading – Culture, cults...
As a business professional, you will want to switch off when you head for the hills, the beach (or wherever…
02/08/24