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Investment Management
How tariffs may influence the Fed’s 2025 rate strategy
Will US tariffs influence the Federal Reserve's interest rate decisions in 2025?
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Financial Advice
Rethinking US equity exposure as valuation premiums persist
Discover why future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks.
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Investment Management
Growth that endures: Investing beyond the headlines
Beyond the headlines and short-term trends, the Baillie Gifford Managed Fund focuses on fundamental analysis to find companies with enduring growth potential. Investment managers Iain McCombie and Steven...
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Investment Management
Is complexity required for investment success?
A long-term perspective, combined with a simple and consistent approach can be a true differentiator amongst strategies.
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Investment Management
Interest rate hold signals cautious optimism for UK markets
What does the Bank of England's decision to hold interest rates at 4.5% mean for the economy?
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Pensions
Fixed income outlook: key positioning for 2025
Where are the key opportunities in fixed income as markets adjust to shifting central bank policies?
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Financial Advice
Why the 60/40 portfolio no longer fits the bill
Is the traditional 60/40 portfolio still fit for purpose in today’s market environment?
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Financial Advice
The potential consequences of Trump’s tariff strategy
Could Trump’s tariff policies end up hurting the US economy more than its rivals? Professional investors only.
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Investment Management
How tariffs could reshape the US inflation outlook
Will softer inflation data be enough for the Federal Reserve to start cutting interest rates?
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Investment Management
Supporting financial advisers in an increasingly globalised world
How is international wealth management evolving to meet the needs of financial advisers and their clients?
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Pensions
Sovereign bonds: a renewed role in fixed income portfolios
Are sovereign bonds set to reclaim their role as a core investment allocation in 2025?
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Financial Advice
The rise of listed infrastructure as a diversifier
Could listed infrastructure outperform private assets in the coming years?
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