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.
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.
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.
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.
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.
Identifying climate change risks in investment analysis
Fidante ESG specialist, Agnieszka Cochrane explores different types of climate change risks and their possible impact on investments in the absence of market-wide disclosure.
Short-term thinking is gold
Investment Specialist Sam Morris, discusses why investors should consider expanding their investment universe rather than accepting low returns from traditional cash investments.