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- Insight
Buying the world – the limitations of global tracker funds
Global tracker funds offer low-cost access to international markets, but rising concentration in US tech and elevated valuations pose risks as well as opportunities.
- Insight
UK fiscal rules may not rule OK
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing, inflation sticky, and political risks rising, investors may be looking for realism over rigidity
- Insight
Investment Outlook: Continuing the jump into equity markets
A monthly round-up of global markets and trends
- Insight
Be bold for gold: why the rally has room to run
Investing in gold is not without risk, but there are several reasons why it remains a worthy inclusion in portfolios
- Insight
Investment Outlook: Balancing the West Side Story with the East Side Story
A monthly round-up of global markets and trends
- Insight
Keep calm about equity valuations and carry on investing
History shows that valuation extremes can persist for years
- Insight
De-dollarisation: diversification, not disruption
The US dollar’s role as the world’s primary reserve currency has been increasingly called into question, but in our view, it is unlikely to lose its status anytime soon
- Insight
Reasons to be cheerful part 3: Are global carbon emissions peaking?
The reduction in carbon emissions may be difficult to achieve, but the energy transition appears to have some underlying momentum
- Insight
Could Trump influence the Fed from within?
President Donald Trump’s chance to replace Fed Governor Adriana Kugler opens the door to a strategic reshaping of the central bank’s leadership, but it could also politicise monetary policy, unsettle markets, and challenge the Fed’s independence
