The role of gilts in portfolios could be impacted.
Unified government puts fiscal stimulus, tax increases on table.
Schroders latest research re-opens the price/value debate. Advisers are reporting potential clients do not recognise the need for advice and are not prepared to pay much for it. Can an FCA paper assist?
What does the road to financial recovery look like and how can investors prepare for what lies ahead? Our investment leaders highlight the four factors to focus on in the coming months.
Positioning your portfolio for the challenges and opportunities ahead
Applying active decision-making is key in an uncertain environment
Divided government likely would produce moderate policies.
Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.
Efforts to achieve environmental goals may be consequential.
How the rules of investing in the large‑cap growth space have changed.