REITs: Adding more Diversification than you Might Think
Real Estate Investment Trusts (REITs) are a great way to diversify your portfolio. For starters,...
Perspectives
The Yen Carry Trade Unwinds: What’s Next?
Key Takeaways Recent central bank actions and currency interventions have caused significant market volatility, especially in East Asia. The Bank of Japan’s rate increase and changes in the Federal Open...
Latest Articles
JP’s Journal: Storm in a Teacup
When mainstream national newspapers start writing about the yen carry trade you know its impacting mortgage rates, shares and pensions – the stuff most people...
From Green Ambitions to Metal Realities: the Future of Commodity Investing
Should I dedicate part of my investment portfolio to commodities? It’s a question I’m asked frequently these days by retail investors watching the prices of...
Is the US Economy in Recession?
The increase in the US unemployment rate in July triggered the Sahm rule that has coincided with the start of recessions since 1960. In this...
Most Viewed
Vendée Globe 2024/25: The Countdown Commences
It is now only three months to go to the start of the Vendée Globe...
Japan: The Butterfly Effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of...
JP’s Journal: A week is a Long Time…
“A week is a long time in politics”, a phrase ascribed to Harold Wilson, seems...
Trending
No Rate Cut Yet, But the Clouds Are Parting
Fed officials again kept the federal funds rate at 5.25–5.50%....
Double Take on China: Entrepreneurship
The impact of the rise and fall in state policy...
The Return of the SMID Cap Stocks?
There are few gospels in investing. In part because they...
Summer Update: Refreshing the Central Case (and Some of the Risks)
The last few weeks have brought plenty of new data...
More Articles
Geopolitical Threats to the Global Economy an Expert’s Perspective
Conflict in Europe and the Middle East and deteriorating relations between the US and China have made...
Market Monitor – 26 July 2024
Global stock markets have endured another challenging week as doubts about artificial intelligence’s capacity to drive growth...
A Layperson’s Guide to GB Energy, and What it Means for the UK
What do you get if you launch GB Energy, a National Wealth Fund, leverage the Crown Estate,...
Sustainable Investing quarterly update – July 2024
In this webinar, Royal London Asset Management’s Sustainable Investment team: Highlights market activity over the past...