A turbulent year for both stocks and bonds may hold some silver linings.
32 minute listen
Insights
Monetary trends cast doubt on consensus pessimism about economic prospects, argues Simon Ward, Economic Adviser.
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Our focus is on growing and managing our clients’ capital and fulfilling our fiduciary responsibilities. In every market, client demand is increasing for us to invest with processes that incorporate environmental, social and governance (ESG) factors and sustainability.
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Several indicators suggest further credit market turbulence ahead, argues Simon Ward, Economic Adviser.
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With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
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A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
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The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
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Actual and expected credit tightening is consistent with a recessionary scenario, argues Simon Ward, Economic Adviser.
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We expect key issues that have materialised this year to be influential in market movements going forward.
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June money data confirm a grim economic outlook and rising medium-term deflation risk, argues Simon Ward, Economic Adviser.
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