interest rate

Bonds

Are infrastructure stocks really 'bond proxies'?

The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.

clock 07 November 2018 • 3 min read

Bonds

Which currencies and bonds have been punished unfairly in 2018?

Tactical opportunities

clock 07 November 2018 • 3 min read

Investment

Asset Allocation Views: Late-Cycle Investing

INDUSTRY VOICE: Risk is rising late in the cycle. How should investors respond?

clock 25 September 2018 • 5 min read

US

'Bull markets do not die of old age': Managers confident record US equity run still has legs despite threats

Set the record on 22 August

clock 04 September 2018 • 4 min read

Wealth Management

Investment Conundrums: Sanlam UK CIO Smeaton highlights the unexpected success of Trump

'He has done more than people expected'

clock 19 July 2018 • 4 min read

Economics

BCC downgrades UK growth forecasts in 'wake-up call to government'

Slowing business investment growth

clock 18 June 2018 • 1 min read

Asia

What a strengthening yen means for Japanese equities

Stronger yen will translate into larger current account surplus

clock 30 May 2018 • 2 min read

Markets

Still further to go: Long road back to monetary normality

Central bank concerns

clock 14 May 2018 • 2 min read

Global

Martin Gilbert: How times have changed

35 years on

clock 03 May 2018 • 4 min read

Europe

The Three Bears are returning home: End of 'Goldilocks' environment

For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.

clock 24 April 2018 • 2 min read
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