Fed rates on hold; gold price hits record
The Federal Reserve left its benchmark interest rate unchanged for the first time since July, at a range of 3.5%…
02/02/26
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Insights 1758
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Article
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Article
Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26
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Podcast
Electrification and AI turbocharge clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…
30/01/26
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Article
Investing in Europes defence: Why an ETF could make sense
Europe has accelerated defence spending in response to geopolitical uncertainty. This is creating opportunities for investors across the defence sector…
29/01/26
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Article
Great expectations
Currently, the consensus is that investors are bullish and this positivity is reflected in portfolio allocations. While geopolitical uncertainty has…
28/01/26
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Article
Absolute return bonds for an uncertain world
In a world where economic uncertainty and unpredictable inflation mean visibility on central bank policies is poor, investors are searching…
27/01/26
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Article
Factors to watch in 2026: AI, geopolitics and credit stress
There are several factors in play which investors need to monitor closely this year. Geopolitics will likely dominate the discourse…
26/01/26
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Article
IMF also raises growth forecast; Japanese yields jump
The International Monetary Fund has revised up its forecast for global economic growth in 2026 to 3.3% from the 3.1%…
26/01/26
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Article
Thats so early-January 2026!
Not so long ago, investors were assessing the significance of the arrest of Venezuelan President Nicolás Maduro. That now seems like…
23/01/26
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Article
Given the uncertainty over inflation, protection matters
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main…
23/01/26