Author: nikolai

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.

11.10.2017

Emerging stronger

The list of reasons for being optimistic on emerging markets just got longer.

11.10.2017

Exploiting the exit

After a number of false starts, major central banks appear finally to be in the process of scaling back the...

11.10.2017

Disruptive thinking

Everywhere you look, young companies are disrupting markets long dominated by incumbency.

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