Author: pammyjoha

30.08.2019

Facing volatility and bias in European equities

A robust investment process should accept that higher volatility is normal, and that style bias must be overcome, argues Ian...

05.08.2019

How to deal with market volatility

A robust investment process needs to accept that higher volatility in equity markets is normal, and unlikely to disappear anytime...

02.08.2019

Hi Ho, silver's shining

As the Nobel Laureate Milton Friedman famously said, “The major monetary metal in history is silver, not gold"

19.06.2019

Reducing risk in global equity income investing

Global equity income investing needs a new approach that avoids concentration risk.

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.

31.05.2019

Market Minutes: which direction interest rates?

Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...

31.05.2019

Market Minutes: prospects for UK equities

What are the key themes influencing UK equities in 2019 in the small- mid- and large-cap sectors?

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