Fixed income
Finding the sweet spot
Emerging markets are in a rare sweet spot. While risks cannot be discounted, there are a number of reasons why investors are returning to the asset class after a disappointing 2018.
Winners and losers from rising interest rates
With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries but also opportunities for prudent investors.
Q4 investment outlook- The unchartered path
Ten years after the GFC and almost a decade of economic growth, just how much further can this run? We look at the outlook for equities, bonds and alternatives
What to watch at the end of the cycle
The world seems full of questions at the moment: Where are we in the cycle? How will the shift away from quantitative easing impact markets and the global economy? Are valuations more attractive now? What will be the fallout from the trade war? Here are some of my answers.
Market update: Too far too fast
Tom Stevenson looks at the triggers of volatility, what’s actually occurred and the impact for investors.