Global equities started 2017 in a buoyant mood and in this month’s update, Ritu Vohora Investment Director, looks at sustainability of the equities rally. Is this just the result of the so-called ‘Trump boost’ or do the fundamentals suggest a different… Watch the video
In the aftermath of the Brexit vote, UK interest rates and bond yields fell to their lowest levels since records began in 1694! This was mirrored by global yields and appeared to trigger a sea-change in monetary policy guidance and inflation expectations. Is this the end of the 35-year ‘bond… Read the article
Low-volatility strategies are supposed to insulate investors from market bouts of turbulence. But lately, that’s been flipped on its head, as the strategies have underperformed and fund flows are retreating.
In the latest in our regular video series on the equities markets, Investment Director, Ritu Vohora provides an update on… Watch the video