Portfolio manager James de Bunsen considers if alternative assets can help multi-asset investors to navigate this current point in the economic cycle.
The growing importance of alternatives in an inflationary environment
Don’t overlook the Euro-small cap opportunity
Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust, provides an update on the Trust – discussing factors currently affecting the European market, including supply chain disruptions, higher inflation, and energy costs. Ollie also highlights how he is navigating this market environment and why European smaller companies might be positioned to benefit from the transition towards clean energy.
UK recession now odds-on
Real money contraction and weakness in other financial variables suggest a 70% probability of a recession in 2022, argues Simon Ward
Addressing the systemic impacts of biodiversity loss
Why we believe biodiversity loss is a crisis that could have systemic impacts akin to climate change.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
In accelerating policy normalization, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?