Talking Heads The case for sovereign debt in multi-asset portfolios and for gold
The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has…
25/06/24
The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has…
25/06/24
The latest ‘dot plot’ of the level of US policy rates that each member of the central bank’s Federal Open…
20/06/24
The urgent need to detect, treat and destroy the ‘forever chemicals’ in water and soil that are causing health issues…
19/06/24
In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss…
18/06/24
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…
14/06/24
Emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities, write Mark Duffy and Charlie…
13/06/24
The eurozone economy trailed the US during the post-Covid recovery, with US growth clearly outpacing that in the eurozone. More…
12/06/24
With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the…
11/06/24
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24