US Elections

#Podcast — 21.06.2021

Finally a Corporate Capex Pickup?

#Articles — 21.06.2021

Does Sustainable Investing have to cost performance?

Responsible investing not an EITHER/OR choice, but an AND: does choosing to invest responsibly cost investment performance?

#Articles — 17.06.2021

How to profit from rising inflation concerns

Recent price trends have been driven by several transitory and idiosyncratic factors in the US and Europe.

#Podcast — 16.06.2021

Give your portfolio a clean bill of health

In this podcast, Edmund and Charlotte discuss the future of health care.

#Articles — 15.06.2021

Focus Fixed Income June

ECB announces a status quo at its June meeting. Peripheral spreads should remain tight.

#Articles — 15.06.2021

Equities Focus

World ex-US equities back at peak after 14 years: 14 years after their 2007 peak, World ex- US equities are back again (already past this peak in euro terms). Should we break to a new all-time high