Tag: Markets and Economy
Is ‘Price Momentum’ the Answer to Timing Thematics?
Thematic investing is a long-term endeavour. The performance potential of...
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Why Diversification is Essential in High Yield
Many investors think that by increasing concentration you increase the...
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JP’s Journal: Make the Most of the Autumn Sunshine
Last week, Royal London Asset Management held its first Fixed...
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Hotly Anticipated, But Did the ECB Deliver?
Yesterday’s meeting of the European Central Bank’s (ECB) Governing Council...
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Gold Opportunities in the Outback
A stronger dollar and higher bond yields pressured gold prices...
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UK GDP – still at risk of recession
Commenting on this morning’s UK GDP data Melanie Baker, Senior...
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Don’t Worry (Yet), Be Happy
The major advanced economies are gradually slowing, but there is...
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Why Metal Thefts Signal Miners’ Investment Potential
During the energy transition metal supply shortfalls may push prices...
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AMO Japan Market Review August 2023
Japanese Investment Commentary and Market Outlook August 2023 ‘Rising yields...
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JP’s Journal: What if Base Rates Hit 8%?
Historians generally disparage ‘what if’ narratives – but it makes...
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