John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Yield on the table: Why multisector may make sense in 2025
US Midcap outlook: Themes to watch
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Divergence creates opportunities in global investment grade in 2025
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
Fundamentals underpinning global tech’s market leadership
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.
Lowland Investment Company: Full-Year Results 2024
In this video, Laura Foll, co-manager of Lowland Investment Company, discusses the trust’s results.
Forty Fund: Identifying growth opportunities as the equity market broadens
What is your outlook on U.S large-cap stocks? We are constructive on the equity market outlook. Economic indicators remain strong, with unemployment levels below historical averages, real wage growth positive, and consumer sentiment recently at the highest levels in close to a year. With inflation decreasing against this positive backdrop, the Fed’s soft-landing scenario appears
Going global: Short-duration bonds well positioned for economic divergence
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
A chart that counts: European Smaller Companies Trust
European smaller companies have historically beaten large caps over different stages of the stock market cycle.
Alternatives – all potential outcomes are on the table for 2025
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Sustainable Equities outlook: The future is still electric under a Trump administration
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.