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Our articles - Views and Analysis

Discover what our investment experts are thinking, doing and saying.

Inflation and how to deal with it.

  • Views and Analysis
  • Fixed Income
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Staying in focus

  • Views and Analysis
  • Fixed Income
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Which direction?

  • Views and Analysis
  • Fixed Income
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Groundhog day

  • Views and Analysis
  • Fixed Income
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A brief holding pattern

  • Views and Analysis
  • Fixed Income
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HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

  • Views and Analysis
  • Fixed Income
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Reflation? Taper tantrum?

  • Views and Analysis
  • Fixed Income
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Impressive start to February

  • Views and Analysis
  • Fixed Income
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Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their...

  • Views and Analysis
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How bad is it?

  • Views and Analysis
  • Fixed Income
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2021 – the year of convertibles

  • Views and Analysis
  • Fixed Income
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Here we go again

  • Views and Analysis
  • Fixed Income
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Unloved and undervalued: Not for much longer?

  • Views and Analysis
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2020 review and 2021 outlook

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Reasons to be Cheerful

  • Views and Analysis
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Two schools of thought continue

  • Views and Analysis
  • Fixed Income
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The New Normal

  • Views and Analysis
  • Fixed Income
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Game changers for UK Equities

  • Views and Analysis
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Is there light at the end of the tunnel?

  • Views and Analysis
  • Fixed Income
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A roller coaster week

  • Views and Analysis
  • Fixed Income
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THE VALUE IN EUROPEAN CONVERTIBLES

  • Views and Analysis
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The rocky road to election victory

  • Views and Analysis
  • Fixed Income
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Lockdowns and the US Election

  • Views and Analysis
  • Fixed Income
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Finding liquidity and quality

  • Views and Analysis
  • Fixed Income
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What is sustainable quality in UK equity investing?

  • Views and Analysis
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The ‘Blue Wave’

  • Views and Analysis
  • Fixed Income
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Orienting a 360-degree view of UK companies

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A disconnect

  • Views and Analysis
  • Fixed Income
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What’s in store for the UK post-Covid?

  • Views and Analysis
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What’s driving Emerging Market Equities?

  • Views and Analysis
  • Fixed Income
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