Investment Insights

50 Afleveringen

1. Inflation: Everyone seems to be worried about it

   Gepubliceerd: 9-6-2021
2. More rotation, less direction

   Gepubliceerd: 27-5-2021
3. Growth rates are reaching record levels

   Gepubliceerd: 13-5-2021
4. The expansion of our digital infrastructures is an absolute necessity

   Gepubliceerd: 28-4-2021
5. Unashamedly bullish on earnings

   Gepubliceerd: 14-4-2021
6. A rotation in the winners and losers of the pandemic

   Gepubliceerd: 31-3-2021
7. Correction? What correction?

   Gepubliceerd: 17-3-2021
8. With the huge vaccine gap between the UK and Eurozone, Sterling is primed to be the outperformer

   Gepubliceerd: 3-3-2021
9. Beyond the expected Q1 rift, things look less bleak for the UK

   Gepubliceerd: 19-2-2021
10. Having assets in a portfolio that cater for the unknown

    Gepubliceerd: 3-2-2021
11. 2020's equity markets were a split between the 'haves' and the 'have nots'

    Gepubliceerd: 15-12-2020
12. The second largest switch from growth to value

    Gepubliceerd: 20-11-2020
13. The earnings decline isn't as bad as we feared

    Gepubliceerd: 10-11-2020
14. Time to look beyond developed market government bonds?

    Gepubliceerd: 14-10-2020
15. Consensus is expecting earnings to fall in excess of 20%

    Gepubliceerd: 30-9-2020
16. No evidence for a change in leadership in equity markets

    Gepubliceerd: 18-9-2020
17. Lower rates for longer

    Gepubliceerd: 3-9-2020
18. The opportunity cost of holding gold has fallen to zero

    Gepubliceerd: 19-8-2020
19. What often gets forgotten is the balance sheet

    Gepubliceerd: 22-7-2020
20. Cyber breaches cost the global economy $1.5 trillion a year

    Gepubliceerd: 9-7-2020