Talking Heads Standing tall: US small caps
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has…
23/10/23
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Insights 1758
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Podcast
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Article
Creating efficiencies. Maximising opportunities.
Optimisation is about making the best or most effective use of a situation or resource. At present, we utilise the…
22/10/23
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Article
Weekly Market Update Too strong US data drives rates higher
Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict…
19/10/23
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White paper
Fixed Income Outlook Slowdown ahead
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
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Video
Asset Allocation Video Easily skewed towards weaker economic growth
Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes…
17/10/23
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Graph
Chart of the Week - Have US bond yields overshot to the upside?
Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real…
17/10/23
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Podcast
Talking Heads Seeing the worth of the forest for the trees
For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an…
16/10/23
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Video
Ocean warming: What's at stake?
In July 2023, global sea surface temperature reached the highest level ever recorded. It’s a worrying trend, particularly as we…
13/10/23
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Article
Weekly Market Update Its tough to see where things are heading
Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from…
12/10/23
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Article
How can our inherent need for security be fulfilled in a changing world?
The UN’s Declaration of Human Rights recognises that human well-being is intrinsically linked to our economic, as well as our…
12/10/23