An easy decision, but Fed watches for gathering clouds
Kapstream Capital explain why persistently high core inflation likely means monetary policy has yet to reach peak hawkishness, despite initial signs of a cooling economy.
Investing in a world with less money
As we move into times of inflation, what do investors need to know to direct their portfolios for the future?
When the rising tide that lifts all boats subsides
This year has been a sea of red for many traditional asset classes. Kapstream Capital discuss what's caused the ‘tide that lifts all boats’ to so suddenly subside.
Defensive fixed income checklist
What should you look for in a defensive fixed income manager? We’ve put together a checklist to aid in your decision.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
Kapstream Capital explain why the Federal Reserve (Fed) is prioritising the need to reel in inflation that has proven to be anything but transitory.
Equipment for hire: opportunities in the sharing economy
Impax Asset Management discuss where they perceive opportunities in the emerging sharing economy and how equipment rental can contribute to a more sustainable, circular economic model.
Another step towards policy tightening - with a caveat
Kapstream Capital caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
Foundations for global net zero: An investor’s reflections on COP26
With the UN COP26 climate summit now behind us, Impax Asset Management assess what has changed and, crucially, what should happen next.
FED up
Kapstream Capital discuss how they're positioned as uncertainty over global economic recovery and monetary policy entwine, creating a particularly challenging time for fixed income investors.