Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
Adam Darling looks at the conflicting drivers of bond markets this year, as central banks tighten policy while major economies appear set for a painful recession.
As India overtakes the UK to become the fifth largest economy in the world, Colin Croft, Investment Manager, explains the resilience of Indian equities year to date.
Markets have bounced recently despite weaker economic data. Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
Alejandro Arevalo, Investment Manager, Fixed Income – EMD, describes the current backdrop for emerging market corporate bonds and explains why he’s positive about the outlook, both over the short and longer term.
Huw Davies, Investment Manager, Fixed Income – Absolute Return, discusses why investors are recognising the need to look beyond a traditional 60 / 40 structure in favour of a more modern approach.
Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.