Author: pammyjoha

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"

04.06.2019

Market Minutes: a unique approach to European equities

Presentation by Ian Heslop on European equities.

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...

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

05.02.2019

The view from our global equities team

In our inaugural video blog, entitled “The view from our global equities team,” Ian Heslop, head of global equities, and...

10.10.2018

A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

08.10.2018

Staying true to the data

Why investment is best undertaken by a systematic approach and by looking carefully at the data, says Ian Heslop of...

03.07.2018

Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

27.06.2018

Growth opportunities abound

It is an age-old conundrum for investors. Should value stocks – shares that typically trade at lower prices relative to...

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