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We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Real money contraction and weakness in other financial variables suggest a 70% probability of a recession in 2022, argues Simon Ward
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Global six-month real narrow money growth fell further below industrial output expansion in March but the gap is likely to narrow as CPI and output momentum cool, a development historically associated with a fall in Treasury yields, argues Simon Ward, Economic Adviser.
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
Considering long-term themes in industrials during the latest stretch of market volatility.