Simon Ward, Economic Adviser, considers the prospects for housing prices over the next few years, arguing why investors should keep an eye on longer-term index-linked gilts as an indicator.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Conflicting signals from cycle and monetary influences on the economy and asset prices suggest increased uncertainty for equity markets, explains Simon Ward, Economic Adviser.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?