Investments & Markets
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Schroders: What will bond markets think of the new Fed chair?
Following Kevin Warsh’s nomination as Federal Reserve Chair, James Bilson, Fixed Income Strategist, Global Unconstrained Fixed Income at Schroders, examines the most…
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Columbia Threadneedle: Takaichi’s gamble pays off
Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has shared this week’s macroeconomic view. This week, he focuses on the weekend’s Japanese…
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UK political uncertainty keep gilt market nerves in focus
Political uncertainty is continuing to cast a shadow over UK gilt markets, with questions persisting over Prime Minister Starmer’s leadership at a…
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Asset Management industry re-joins NZAM: Morningstar Insight
The relaunch of the Net Zero Asset Managers Initiative (NZAM) kicked off in January with activites expected to resume later this month. Lindsey…
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Neuberger: Software leads AI-driven tech rout – what next?
The breadth and ferocity of the sell-off in technology stocks is a fresh test of the AI story. Buckle up – more…
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Invesco: China opportunity in the Year of the Fire Horse
The Invesco Asia Dragon trust has a remit to invest across the region, but as we approach Chinese New Year it is…
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PIMCO: Expect the unexpected
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities, according to Marc…
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Ninety One’s Alper Kilic shares EM Alternative Credit 2026 outlook
The growth drivers that underpin uncrowded emerging markets remain strong, with a new cohort of opportunities generating an abundant deal pipeline across…
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Rathbones’ Wyn-Evans shares outlook for ‘data-heavy’ week ahead
With plenty of economic data due to be reported this week and software companies still under intense AI pressure, John Wyn-Evans, Head…
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Amova AM shares insights on Japan snap election
Japanese Prime Minister Sanae Takaichi’s Liberal Democratic Party (LDP) secured a decisive landslide victory in the lower house election on 8 February,…
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