central banks

Multi-asset

Orbis' Lynn: Why 60/40 funds are better left in the 1950s

The traditional 60/40 fund, which dates back to the 1950s, no longer works in the current economic climate, argues Ashley Lynn, analyst at Orbis Investments.

clock 25 April 2017 • 4 min read

Equities

Heartwood CIO: Why we are 'neurotically optimistic' about markets

Interesting times for investors

clock 12 April 2017 • 3 min read

Global

Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?

In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.

clock 23 March 2017 • 11 min read

Europe

Why 2017 is an opportune year to redefine European politics

Threat of Eurosceptic movements

clock 15 March 2017 • 2 min read

Markets

Murray International's Stout criticises central banks for 'discredited stupidity'

Trust reports full year results

clock 13 March 2017 • 2 min read

UK

Cazenove's Jeffrey: How to deal with discordant policy rhythms

Revisions to growth forecast

clock 08 February 2017 • 4 min read

Economics

May and Trump urged to 'tread carefully' around central banks

Criticised monetary policy

clock 02 December 2016 • 3 min read

Bonds

Tilney Bestinvest CIO: What is driving our cautious positioning

While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.

clock 22 November 2016 • 2 min read

UK

Woodford: Carney will never raise interest rates

Central banks have a 'limited hand'

clock 17 November 2016 • 2 min read

Markets

Cazenove's Jeffrey: Stress-testing central bankers

For the first time in many years, central banks' mettle is about to be tested. This will happen most obviously in the US and UK but also in the eurozone.

clock 14 November 2016 • 4 min read
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