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Tag: Markets and Economy

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BAKERSTEEL Precious Metals Fund Q3 2021 Investment Manager’s Commentary

Highlights: ‍ Negative sentiment towards precious metals persisted during the...

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Responsible Investment Quarterly – Q3 2021

View the Q3 2021 edition of the Responsible Investment team’s...

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Macroeconomic Outlook 2022: Compression, Decompression, Absorption

Key points We expect pressure on global supply to gradually...

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Monthly Market Monitor

In-depth review of asset class and economic activity via impactful...

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Credit Exposure Should be Smart and Short in 2022

Fundamentally the outlook for 2022 appears less supportive than it...

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One Chart that Caught Our Eye Recently was the Current and Historic Bid-Ask Spreads in High Yield.

Among the feedback that we often receive is that high...

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Japan Stocks: Building on 40 years of Growth Investing.

As the Baillie Gifford Japan Trust enters its fifth decade,...

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Upwardly Mobile: Credit’s Quest for Glory

Fixed income portfolio managers Tom Ross and Tim Winstone explore...

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Change of focus

Key points   The Omicron variant may change the policy...

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IONITY Announces €700m Investment from its Shareholders – Five Global Automakers – And New Partner BlackRock to Drive EV Uptake Across Europe

In the race to net-zero, the expansion of Europe’s leading...

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