Will the 2020s take us back to the 1970s?

2021 Outlook Talib

Talib Sheikh and Mark Richards preview 2021, as a new era begins that still has echoes of the old. As we reach the limits of what central banks can do to foster growth, the baton passes to governments.

Ariel Bezalel and Harry Richards: Inflation and defaults: frozen too?

Inflation or deflation

Ariel Bezalel and Harry Richards share their thoughts on inflation, insolvencies and the outlook for the fixed interest market in 2021.

Why 2021 will be the Year of Silver

2021 Outlook Ned

If 2020 was the year of gold, 2021 may be the year silver catches up.

Digital transformation in financials

2021 Outlook Guy

Guy de Blonay, Fund Manager, Global Equities, describes how digital disruption is transforming the banking and insurance sectors, and how investors can position for the future.