Media Type: Article

25.11.2019

Green shoots and inflows for emerging market debt

With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...

25.11.2019

Getting better all the time... a few more reasons to consider CoCos

CoCos investors can benefit from the improving financial performance of banks, attractive risk-adjusted yields on offer and a likely limited...

25.11.2019

Avoiding the sidelines in China

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

21.11.2019

Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

20.11.2019

Focus on the fundamentals for GEM success

The reality of emerging markets is very different from preconceptions, and it pays to look behind the headlines.

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"

23.04.2019

Santander’s coco saga: opportunities amid a storm in a teacup

Recent news coverage of Santander’s “cocos” is bewildering, but nevertheless serves to underline the importance of identifying the strongest issuers.

15.01.2019

Brexit meaningful vote: division bells ring out loud

Richard Buxton comments on the result of the meaningful vote on Theresa May’s Brexit deal, arguing that the chance of...

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