why financials have further to go
Polar Capital's John Yakas and Nick Brind argue the case for financials, predicting a return to the high-yielding tradition of the sector.
Polar Capital's John Yakas and Nick Brind argue the case for financials, predicting a return to the high-yielding tradition of the sector.
Old Mutual Global Investors' Stewart Cowley, gives Mark Carney some 'friendly' advice ahead of his formal start at the Bank of England at the start of July.
L&G's Lars Kreckel thinks it is no use denying it any longer: equities are in a bull market. After all, what else can you call it when global equities are up 120% over four years?
Asia is an attractive environment for investors, offering a mix of developing and well-established markets that give investors an abundance of options and strategies from which to draw on.
Coutts' Gary Dugan explains why keeping an eye on momentum will be crucial for holders of gold in the coming weeks, although the metal's continued journey south is by no means certain.
Russ Russ Koesterich, BlackRock's Chief Investment Strategist,takes a look at the most attractive sectors in the current market and discusses how this market rally differs from those in the past.
Gatemore Capital Management's Liad Meidar looks at the dangers of inflation around the corner and what this could mean for the unsustainable bond party.
What a difference two weeks can make, as RLAM's Ian Kernohan has discovered. But can the outperformance of gilts and equities in the UK continue in tandem?
Conventional wisdom says the stock and bond markets should generally move in opposite directions, so why are they currently both on the up? Signatures's Andrew Morris explains.
Clive Rayden of the Coast Freehold Income Fund takes a look at how investors can benefit from investing in ground rents as an alternative to other property-focused options.
Barry Norris, Argonaut Capital Partners’ co-founder and fund manager, says the true power has passed from the politicians to the central bankers and equity investors should be thankful for it.
Swiss & Global AM's Enzo Puntillo looks at the areas he is finding real and attractive yields in the fixed income space. And yes, they do still exist.