- 25 Jan 2024
The extraordinary growth seen in the luxury good sector is not sustainable, but there are still lots of reasons to remain optimistic.
- 24 Jan 2024
A focus on high quality resilient business with good balance sheets, stand in a good stead in a high inflation, high interest rate environment.
- 22 Jan 2024
Macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers.
- 22 Jan 2024
Given ongoing geopolitical fragmentation, institutional purchases of gold will remain elevated.
- 17 Jan 2024
Volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
- 16 Jan 2024
It's still possible to find companies with improving returns.
- 13 Dec 2023
Considering the long-term prospects of copper, it could be a good time to enter the market.
- 13 Dec 2023
Over the last 12 months, in what has been a challenging period for fixed income, the UK has faced particular difficulties, highlighting the importance of a globally diversified portfolio.
- 07 Dec 2023
Rising term premia has driven the increase in global bond yields.
- 06 Dec 2023
Funds that can exploit both rising and falling markets tend to stand out during the latter scenario.
- 27 Nov 2023
Carry, duration and spreads are all key emerging market themes.
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