Fixed income: security selection a key driver of outperformance
How the Fed’s aggressive response to coronavirus has driven yields on safe-haven debt to near zero, leaving ‘low-risk’ portfolios increasingly susceptible to interest rate-driven price volatility, and what investors might consider doing to their portfolios.
Global IG – don’t underestimate changed behaviours
How the investment grade market fared during a tumultuous 2020, changed behaviours that could be here to stay, and why we’re quite positive about the year ahead
Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
Investment team updates – bullet points 20 November
Our investment team provide their weekly snapshot of market events.
2020 US election: staying patient as the vote unfolds
There is an established process for concluding the US election, but markets may be volatile along the way
Is it high noon for UK universities?
A number of establishments are thought to be struggling financially, throwing doubt across the future of the whole sector, but we still retain a preference for high quality, research-intensive institutions.
Airports versus toll roads – a novel reversal
While the Covid-19 pandemic continues to affect airports and air passengers, the impact is being felt to a lesser extent on roads.
Investment team updates – bullet points 30 October
Our investment team provide their weekly snapshot of market events.
Money for nothing, and VIX for free.
Our fixed income team provide their weekly snapshot of market events.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
