MACROECONOMICS
What do fixed income managers believe ahead of the Autumn Budget?
Why are they prioritising UK gilts and defensive sectors in response to...
Inflation's fragmented story
Inflation is cooling unevenly across regions, leaving central banks facing...
35 years of investor wisdom
Howard Marks, Co-Chairman & Co-Founder of Oaktree, looks back at his memos...
Controversies create opportunities
When markets overreact, disciplined investors stay patient.
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, shifting climates are reshaping military...
US small-caps face uncertainties
Portfolio Manager Matt Mahon assesses the current environment for US smaller...
Emerging market debt delivers despite outdated doubts
Why is the asset class still misunderstood?
Takaichi's victory sends Japanese stocks soaring
Could the new LDP leader’s agenda mark a return to Abenomics?
Inflation hits UK retirement confidence
With improvements in health and wellbeing, is the UK’s retirement outlook...
Reforms fuel opportunities in Vietnam and Mexico
Policy changes and economic shifts are creating fresh prospects for investors...
Bank of Japan starts gradual policy shift
Is the BOJ prioritising symbolism over rapid asset reduction?
Is the US stock exodus over?
After a period of rotation, global investors are reassessing American equities....
