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.
Fixed Income
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 follow Warren Buffet’s approach by investing in their home markets or diversify their portfolios internationally?
Macro
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
Designed to go up in value when rates rise, the FolioBeyond Rising Rates ETF is well suited to the current environment.
Real Assets
Navigating near-term monetary policy ‘likely to become increasingly delicate’.
Research
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
On World Water Day, Investment Strategy spoke to two fund managers to understand the investment case of water and the issue with agriculture.
Macro
Ahead of the FOMC meeting, the Fed must balance reining inflation with supporting the economy.
News
The Fed feels the pressure to tighten monetary policy as inflation hit nearly 8% last month.
News
Patrick Vogel, global head of credit at Schroders, outlines the case for attractive valuations in credit markets.
News
Sanctions on Russia continue to cripple its economy, rising prices and inflation will follow as the crisis develops.
Research
According to the latest research from Janus Henderson Investors, technology companies, on average, receive higher valuations from the market.
News
Nitesh Shah, head of commodities & macroeconomic research at WisdomTree discusses how Russia’s invasion of Ukraine has changed gold prices.
News
Data from the Investment Association shows that UK investors pulled £642m ($859m) out of retail funds in January, moving into more defensive areas.
News
With the Fed due to meet in two weeks, chair, Jerome Powell must make the case for tightening rates amid global political uncertainty.
News
Janus Henderson upgrades 2022 forecast to $1.52 trillion, rising from $1.47 trillion last quarter.