Tag: Equities

Monthly Highlights – June

Most equity markets are up for the month as the...

Confounding Inflation

Clive Beagles, senior fund manager, JOHCM UK Equity Income Markets...

Five Reasons to Think Inflation will Fall

Inflation and interest rate expectations are once again dominating news...

Powell’s Pause—or Powell’s Pit Stop?

Market Recap   Equity markets rallied this week, with the...

How Genetics Innovation has Expanded Biotech Investment Opportunities

Key points   Genetics has formed the basis for a...

Sound Money Sounds Good

Decisive monetary policy has brought inflation under control in Mexico...

Across The Universe #1: The Energy Transition

Premier Office Space Offers Potential Opportunities as Workers Return and Tenants Demand More

KEY POINTS 1. We believe peak work from home is behind...

UK Equities: The Song Remains the Same

– Despite the cost-of-living crisis we believe the gloom overhanging...

Quality and Low Volatility – The X Factors for Sustainable Investing?

Key points:  A truly sustainable investment approach should consider a...