Podcasts
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Podcast #162: Surviving the current market storm, with Royal London’s Trevor Greetham
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Markets have been shaken again with the continuing war in the Gulf adding fresh uncertainty for advisers and clients alike.…
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How the US Iran peace deal progress impacts investors
Markets are ending the week with cautious optimism as the US and Iran make progress towards a peace deal. While the Strait…
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Energy resilience: global investment outlook
Ben Leyland, Senior Fund Manager of the J O Hambro Global Opportunities fund, addresses energy resilience as a long-term investment theme in…
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Quilter Cheviot respond to latest US data
The US Q1 GDP growth revised down, as rising PCE inflation adds to strain on households. In response to the latest US…
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Fed’s preferred inflation gauge jumps again, raising pressure on Warsh
The Federal Reserve is back under “inflation siege” as its preferred price gauge surges to the highest level in nearly a year,…
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Why fixed income positioning matters more than ever
Not all parts of the fixed income universe are created equal in the current environment, and the dispersion of outcomes between sectors,…
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Bond market analysis sizes up World Cup contenders
Rathbones Asset Management has applied a fixed income lens to the 2026 FIFA World Cup, analysing sovereign bond yields across qualifying nations…
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Suitability gap leaves investors too cautious
Investors risk missing out on long-term growth when suitability is reduced to Attitude to Risk. Oxford Risk publishes new research revealing that…
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Franklin Templeton launches active US Income Equity UCITS ETF for European investors
Franklin Templeton announces the launch of the Franklin US Income Equity Focus UCITS ETF, an actively managed, high-conviction equity ETF designed to…
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How investors can think differently and actually be contrarian
Ask equity investors about their mega-cap concentration today and most will acknowledge it. What they tend to be less certain about is…
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Oil falls below $89, but are markets betting on peace too soon?
Oil markets are rapidly pricing-in the idea that the worst of the Iran crisis may soon be over, but investors may be…
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