Asset allocation

Tuning into the FM signal
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?

By Lars Kreckel

27 Jan 2022

3 min read

Maximum employment
Tim Drayson
Economics

Maximum employment

The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...
By Tim Drayson
13 Jan 2022
3 min read
Countdown to 2022: starter for 10
Christopher Teschmacher
Investment strategy

Countdown to 2022: starter for 10

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
By Christopher Teschmacher
22 Dec 2021
5 min read
Omicronomics: the central bank response to the mutating virus
Christopher Jeffery
Economics

Omicronomics: the central bank response to the mutating virus

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
By Christopher Jeffery
17 Dec 2021
4 min read
Is this a bubble or did Santa just come to town?
Equities

Is this a bubble or did Santa just come to town?

We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...

By Emiel van den Heiligenberg

15 Dec 2021

3 min read

Skye knows no limit
Investment strategy

Skye knows no limit

It's the time of year for the Asset Allocation Christmas charity fund-raising effort. This year w...
By Emiel van den HeiligenbergChristopher Teschmacher
14 Dec 2021
3 min read
Omicron and the lessons of pandemics past
Investment strategy

Omicron and the lessons of pandemics past

Evidence from the Russian and Spanish flus may shine a light on the trajectory of the pandemic an...
By Simon BellChristopher Jeffery
10 Dec 2021
3 min read
Chinese high yield: buying deep value is always scary
Fixed income

Chinese high yield: buying deep value is always scary

China's high-yield bond market has been under incredible strain in recent months, with prices...
By Emiel van den HeiligenbergPeter Duff
29 Nov 2021
3 min read