Partner Insight

The tailwinds remain for value investing

The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why

Advisers can take control over client experience without the need to go “all in” on platform ownership

US budget deficit may mean yields stay higher for longer

Modest rate cuts would be justified in this scenario, says US investment giant

Some strategic bond funds are more effective than others

Even in a world where global stocks and bonds are positively correlated, the 60/40 model delivers value to investors

Our latest research shows that, for most investors, their best chance of maximising returns over the long term lies in minimising costs by investing in low-cost index funds and ETFs that track their market benchmarks

In the second half of 2023, we anticipate further worldwide economic challenges