What will the French election result mean for financial markets?
Potential for broader political instability across Europe
J Stern
-
-
J Stern’s Rossbach: Why growth investors shouldn’t fear higher interest rates
The manager of the top-quartile World Stars Global Equity strategy discusses the current ‘goldilocks environment’ for quality growth stocks
-
Soft landing or soft economy – what do rising bond yields signal?
Are bonds a good or bad investment in the current environment?
-
J Stern & Co’s Chereau: How the ‘game-changing new normal’ has switched up our asset allocation
Star Multi-Asset Income Fund manager discusses portfolio changes amid the higher yield environment
-
What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months