Video (35)

Has momentum lost its mojo?
Investment strategy

Has momentum lost its mojo?

Here's a warning tale about why we think factors can fail if there's a big change in market...

By John Roe

21 Nov 2019

3 min read

Volatility horses for multi-asset courses
Tim Armitage
Investment strategy

Volatility horses for multi-asset courses

Volatility is an asset class in its own right, and multi-asset portfolios can benefit from both...
By Tim Armitage
31 Oct 2019
5 min read
Volatility horses for multi-asset courses
Tim Armitage
Investment strategy

Volatility horses for multi-asset courses

Volatility is an asset class in its own right, and multi-asset portfolios can benefit from both...
By Tim Armitage
20 Oct 2019
5 min read
Drawing down without drawing a blank
Justin Onuekwusi
Investment strategy

Drawing down without drawing a blank

In Part III of this series we discuss Centralised Retirement Propositions (CRPs). We have seen a...
By Justin Onuekwusi
12 Sep 2019
2 min read
The bond age and investor masochism
Fixed income

The bond age and investor masochism

With bond yields continuing to fall, it’s been painful for investors who’ve bet against them....

By John Roe

25 Jul 2019

3 min read

Credit before credit is due
John Roe
Fixed income

Credit before credit is due

The return investors expect for accepting credit risk is often thought of as the credit spread,...
By John Roe
09 Jul 2019
2 min read
Bloomberg interview on Brexit and sterling
Christopher Jeffery
Currency

Bloomberg interview on Brexit and sterling

It's now three years since the UK's vote to leave the European Union. Against the backdrop of...
By Christopher Jeffery
25 Jun 2019
3 min read
Fortnite, bitcoin and the tech bubble
John Roe
ESG and long term themes

Fortnite, bitcoin and the tech bubble

What conditions are necessary for a market melt-up? We think retail investors' participation is...
By John Roe
17 Jun 2019
3 min read