Media Type: video

06.05.2020

Market Minutes: what is the optimal portfolio following the coronavirus shock?

Want to find out what our global asset allocation team’s analysis of macro data is telling us about potential future...

16.03.2020

Market Minutes – coronavirus special: UK equities

From Brexit to the coronavirus pandemic – but what next? Richard Buxton, head of UK equities, and Dan Nickols, head...

16.03.2020

Market Minutes – coronavirus special: global asset allocation

Head of global asset allocation, John Ricciardi has seen his fair share of periods of elevated market volatility, having navigated...

27.09.2019

What are the reasons behind gold’s bull market run?

The fall in real interest rates, and a new loose monetary policy environment, is good news for the price of...

20.09.2019

Market Minutes: finding treasure in emerging market equities

Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.

08.07.2019

Global equities: why a dynamic approach is needed

The reasons behind the volatility in global equity markets over recent months, and how best to face it.

04.06.2019

Market Minutes: a unique approach to European equities

Presentation by Ian Heslop on European equities.

04.06.2019

Market Minutes: taking the temperature of global equities

Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...

04.06.2019

Market Minutes: being selective in emerging market bonds

Emerging markets bonds have got off to a strong start this year, but it is important to be selective.

31.05.2019

Market Minutes: sterling corporate bonds and Brexit

Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit.

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