Investment Research from our Asset Manager Members
Central banks set to kick off easing cycles as inflation cools
The current state of UK Government Debt as of 2023 is circa £2.5 trillion, which is 100% of GDP and equates to £38,000 per person.
Time to rethink fixed income portfolio
An inverted yield curve refers to a situation in which short-term interest rates are higher than long-term interest rates for government bonds of the same credit quality. Inversion is considered unusual because, under normal circumstances, longer-term bonds tend to have higher yields than shorter-term bonds.
Hawkish stances risk overtightening and causing recession
During this Fed hiking cycle emerging markets have been split into two camps.
Our investment framework is constantly adapting to the challenges of change
Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.
The banking sector is an integral part of the U.S. small-cap investment universe