Bonds are back
6 FEBRUARY 2023
Following one of the worst years in recent memory for fixed income markets, high-quality government bonds are rebounding and now offer decent returns for relatively low levels of risk.
The USD hedge with an edge
24 OCTOBER 2022
Any self-respecting investment strategist derives a fair amount of titles for research reports from Western films. If it’s scenario analysis, then The Good, the Bad and the Ugly does a good job. If it’s fiscal and political uncertainty we’re talking about, as we’ve seen in the UK recently (leading to Liz Truss’s resignation and the shortest government in the country’s history), perhaps The Wild Bunch. And, of course, A Fistful of Dollars refers to currencies.