Author: pammyjoha

25.03.2019

Keep active and get physical

There are notable benefits of having actively-managed gold exposure.

15.03.2019

Re-engage with equity market neutral

Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns.

15.03.2019

Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.

14.03.2019

Will the world move back to a gold-based monetary system?

Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...

14.03.2019

Don’t fall into behavioural traps

Behavioural or psychological biases such as herding can lead to market mispricing of equities.

14.03.2019

CoCos: beneficiaries of stronger bank balance sheets

Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...

04.03.2019

The dollar’s loss is gold’s gain

The importance of gold’s status as apolitical money is becoming increasingly clear as the dollar loses its influence.

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

05.02.2019

The view from our global equities team

In our inaugural video blog, entitled “The view from our global equities team,” Ian Heslop, head of global equities, and...

09.11.2018

The attraction of dividends in an uncertain world

At times of stock market volatility, investors often turn to the greater stability of dividends, but a danger in dividend...

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