News

Fixed Income

Three strategies for beating inflation with bonds

Is inflation bad for all bonds? TwentyFour Asset Management believe there are few tactics that can help mitigate the impact of an inflationary environment.

Equities

Should investors look outside of US equities?

Should investors follow Warren Buffet’s approach by investing in their home markets or diversify their portfolios internationally?

Macro

What does bond market blitz mean for stock markets?

AJ Bell investment director, Russ Mould asks whether stock market investors should be frightened now that bond yields are surging and prices are falling.

ETFs

Thematic fund taps into rising interest rates

Designed to go up in value when rates rise, the FolioBeyond Rising Rates ETF is well suited to the current environment.

Real Assets

Inflation risks increase appeal of real assets

Navigating near-term monetary policy ‘likely to become increasingly delicate’.

Research

Rising rates environment weighs down growth

Jack Fischer, senior research analyst at Refinitiv Lipper, assesses the impact on the fixed income market after the FOMC raised rates by 25 basis points.

ESG

Why efficient agriculture holds the key to a sustainable water system

On World Water Day, Investment Strategy spoke to two fund managers to understand the investment case of water and the issue with agriculture.

Macro

Central bankers face conundrum on inflation and growth

Ahead of the FOMC meeting, the Fed must balance reining inflation with supporting the economy.

News

US CPI inflation hits 40-year high

The Fed feels the pressure to tighten monetary policy as inflation hit nearly 8% last month.

News

Why credit can cope with deep uncertainty

Patrick Vogel, global head of credit at Schroders, outlines the case for attractive valuations in credit markets.

News

The cost of conflict on commodities and portfolios

Sanctions on Russia continue to cripple its economy, rising prices and inflation will follow as the crisis develops.

Research

Higher valuations for higher scoring ESG technology companies

According to the latest research from Janus Henderson Investors, technology companies, on average, receive higher valuations from the market.

News

Has war awoken gold?

Nitesh Shah, head of commodities & macroeconomic research at WisdomTree discusses how Russia’s invasion of Ukraine has changed gold prices.

News

Fund outflows of $859m in January amidst market uncertainty

Data from the Investment Association shows that UK investors pulled £642m ($859m) out of retail funds in January, moving into more defensive areas.

News

What’s next for interest rates?

With the Fed due to meet in two weeks, chair, Jerome Powell must make the case for tightening rates amid global political uncertainty.

News

Global dividends to hit new record in 2022

Janus Henderson upgrades 2022 forecast to $1.52 trillion, rising from $1.47 trillion last quarter.