Mortgage-backed securities are a different beast today to the structures available ahead of 2007-08 and with low yields and expensive valuations in other asset classes investors should include them in their search for alternative sources of returns.
The Brexit vote has thrown economic markets into turmoil in a number of jurisdictions, although the resulting sharp depreciation in sterling has benefited UK investors with an international portfolio.
Thank you to those who joined us to help celebrate Last Word’s 10th anniversary on Wednesday 2 December. It was wonderful to have so many of you there and sorry to those that couldn’t make it, we missed you! Here are some pictures to remind you of the evening and to show those of you…
Ross Teverson, Head of Strategy, Emerging Markets looks at how an analysis of environment, sustainability and governance (ESG) issues can inform the bottom-up analysis of stock opportunities.
The numerous headwinds that could easily buffet the European ex-UK sector during the next 12 months make the recovery seem fragile. But all is not lost.
Investment management group Schroders has launched a flexible catastrophe bond fund which will invest up to 25% in private cat bonds and be able to take tactical short positions.
Why should the high probability of a coalition government of some hue resulting from the looming general election be troubling UK assets?
Investors cant afford to ignore the fact that central bankers’ actions have translated into asset inflation, argues JP Morgan CIO Robert Michele
A growing trend by financial advisers to use European Exchange Traded Funds (ETFs) to build specialised portfolios is helping boost demand for the product which marks its 15th anniversary later this month.
While much of the recovery in European stock markets in recent years has been driven by multiple expansion, we are now starting to see encouraging signs of earnings progress.
This is the second of a pair of articles considering how advisers might go about designing an inflation protected portfolio
The European banking sector is currently in a holding pattern. Uncertainty around Greece and the low interest environment are holding the sector back.
