Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
UK companies are on an average discount of around 17% relative to comparable businesses in other developed markets
Portfolios are now ‘a world away’ from only being short-duration bond funds
Global CIO discusses the three factors informing the firm’s US allocation strategy
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
Six investors outline their thoughts on markets for the final quarter of the year and beyond
A novel plan by the chairman of the insignificantly-sized investment company Kermitted Asset Management fails to achieve his intended storybook ending
The UK has a lengthy pedigree in precision engineering
Minimum volatility and quality assets best to protect against UK’s lacklustre economic environment
The CAPE ratio for US stocks is ‘well above’ its long-term average
Conditions could be changing for the gold market
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets