05 May 22
Insight
Fixed Income
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.
27 Apr 22
Insight
Global Equities
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.
18 Mar 22
Insight
Fixed Income
Another step towards policy tightening - with a caveat
Kapstream Capital caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
23 Dec 21
Insight
Global Equities
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.
01 Dec 21
Insight
Fixed Income
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.
11 Aug 21
Insight
More money, more problems
When the rapper Notorious B.I.G wrote his seminal hit, Mo Money, Mo Problems, I bet he never thought he’d be referenced in an investment article about asset allocation.
21 Mar 21
Insight
Slavery: how to combat a modern problem
Charlotte O'Meara from Fidante Partners explains what constitutes modern slavery and outlines some key considerations for financial advisers when looking at their fund managers.
16 Feb 21
Insight
Lessons from 2020 for yield hungry investors
Investment Specialist Sinead Rafferty discusses how after a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns.
13 May 20
Insight
How to prepare for a longer life
Fidante Investment specialist, Sinead Rafferty discusses the need to future-proof portfolios given today's longer retirement span.