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David Kneale takes stock of the UK equity market, shining a spotlight on the valuation disconnect as inflation drivers turn negative, interest rate expectations decline and attention shifts to earnings forecasts.

A market lag in repricing discount bonds presents an opportunity.

The idea that central banks are starting to move away from aggressive rate hikes is at the very heart of market expectations, although a pivot towards expansionary policies is some way off.

The fixed income 40% – is now the time for investment grade corporates to take over from sovereign bonds? Senior Portfolio Manager Fatima Luis makes the case for an allocation switch-up.

EM debt investors have a new mantra: Avoid diversification. Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt. Sector expert Daniel Moreno shares where he’s seeing investment potential.

“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests aligned with bondholders, or shareholders?” Al Cattermole outlines how to find investment potential in an uncertain environment.

Where to position in a directionless market? Head of Fixed Income, Andrew Lake shares where he sees opportunities across the USD30 trillion bond universe.

We ask David Kneale, Head of UK Equities at Mirabaud Asset Management, what the event means for investors, how companies are responding to climate change pressures and how much real progress has been made in the race to zero.

Brazil has outperformed other emerging markets year to date. This positive momentum looks set to continue thanks to the peak in rates, attractive valuations and a recovery in earnings.

In falling markets, companies that can control prices, protect their margins and are led by dynamic management teams have the greatest chance of meeting their growth potential.

With seven major macro challenges rocking the asset class, emerging market (EM) debt has suffered heavy outflows this year. What might happen next depends on your policy view; for investment opportunities, look to the individual, not the aggregate.

Equity sensitivity hit the sweet spot in September, enhancing convertibles’ asymmetric risk/reward profile despite market turbulence.

Core inflation is struggling to decelerate, and central bankers are willing to tolerate a further deterioration in economic activity for inflation to gradually return to its target level.

I have tried to time the news and wait to write my next update, but as there is something of significance happening almost every day, it is becoming the “update that is never going to happen”.

How anti-trust legislation is impacting corporate giants and how an integrated ESG approach can support more accurate equity valuations.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

The hope of a central bank pivot has been crushed by the most recent FED signalling that the interest rate hiking cycle will last for a prolonged period of time. This also put a future goldilocks scenario of receding inflation, resistant economic growth and peaking interest rates further away.

The US Federal Reserve is not intending to cut interest rates next year: Jerome Powell and many members of the FOMC confirmed their resolve to rapidly bring inflation back to around 2% during their speeches at the central bankers’ symposium in Jackson Hole.

We’re delighted to announce the latest investment of our Lifestyle Impact & Innovation strategy; Varjo. Varjo, based in Helsinki, is the industry leading provider of professional-grade VR/XR hardware and software.

Not much good comes out of war, and for market participants it is another 2022 headwind to deal with. War is inflationary. We have seen the effects of the Ukraine/Russia conflict since it began in late February.