A robust investment process should accept that higher volatility is normal, and that style bias must be overcome, argues Ian...
A robust investment process needs to accept that higher volatility in equity markets is normal, and unlikely to disappear anytime...
As the Nobel Laureate Milton Friedman famously said, “The major monetary metal in history is silver, not gold"
Global equity income investing needs a new approach that avoids concentration risk.
Presentation by Ian Heslop on European equities.
Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...
Emerging markets bonds have got off to a strong start this year, but it is important to be selective.
Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit.
Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...
What are the key themes influencing UK equities in 2019 in the small- mid- and large-cap sectors?