Author: nikolai

23.08.2019

Going for gold: reasons for the rising gold price

Chris Mahoney, assistant portfolio manager of the Merian Gold & Silver Fund, looks at the reasons behind the rising gold...

13.03.2019

The Fed’s policy mistake

The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...

22.01.2019

Reasons to be optimistic about UK mid caps

Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...

07.12.2018

Positioning for market volatility

A discussion of the macroeconomic reasons behind market volatility, Brexit, quantitative tightening, and their effects on equities and bonds.

07.12.2018

The effect of quantitative tightening

The effect of quantitative tightening on markets and the outlook for interest rates.

07.12.2018

Warming to CoCos

An introduction to CoCos and how investors should compare them to other asset classes.

07.12.2018

The behaviour of markets in 2018

There have been significant changes in how equity markets are behaving in 2018. How should investors position for this?

07.12.2018

An introduction to gold and silver

Gold and silver: an overview, in just one minute.

07.12.2018

Market Minutes Winter 2018

Some of our leading fund managers share their thinking on volatility in markets this year and how investors should position...

12.10.2017

The march of the machines

Resist it or embrace it, the age of technological innovation is upon us.

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