The Week
The Week: What explains the UK’s falling bond yields?
UK gilt yields have been falling, giving the Chancellor some much-needed headroom
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Emerging markets: are you missing the point?
Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance.
The Fed’s risk-management pivot: a green light for equities
A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.
After talking with gold companies at this year’s Mining Forum Americas, Ninety One’s George Cheveley came away confirmed in his view that the outlook for this equity sector remains brig...
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Market view: Fidelity International Q4 investment outlook: broader is better
Markets are back in risk-on mode, but investors should be selective in their portfolio construction. Best now to carry a broad basket of assets.
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