Asset allocation
Equities
Tuning into the FM signal
Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?
27 Jan 2022
3 min read
The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...
2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
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...
15 Dec 2021
3 min read
It's the time of year for the Asset Allocation Christmas charity fund-raising effort. This year w...
Evidence from the Russian and Spanish flus may shine a light on the trajectory of the pandemic an...
China's high-yield bond market has been under incredible strain in recent months, with prices...
