All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
The metaverse represents the next major evolution in computing. But where are the real wins occurring?
Timely thoughts for investors to deal with today’s key challenges.
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Despite a challenging start to 2022 for sterling corporate bonds, the market’s risk perception for the asset class is short of elevated levels. Should investors look through the recent volatility, they will find attractive levels of yields that remain backed by strong corporate fundamentals.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.