Tag: Markets and Economy

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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.

Key Points   In EM we pay close attention to...

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June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane

Expectations for Fed and Bank of Canada (BoC) tightening continue...

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June Op-Ed – Stories for the Summer

Key points The so far impressive resilience in economic activity...

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Is it Time to Buy China?

The MSCI China Index fell 55%1 from February 2021 to March...

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The Next Investment Opportunity Flies Overhead

Perhaps the biggest upcoming transformation in this decade is mobility....

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2022 Mid-Year Investment Outlook: Where do We Go from Here?

Key takeaways The Russia-Ukraine war has exacerbated inflationary pressures while...

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Why Could There Potentially be a Real Case for Global Real Estate?

Why could there potentially be a real case for global...

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UK Small and Mid-Cap: For the Rebound and Beyond

It might be a cliché, but history does repeat itself....

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Insuring the Future of the UK Insurance Industry

Key takeaways Reforming the risk margin Reform package includes three...

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It’s Getting Tighter

Key Points   Financial conditions are tightening very fast in...

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