Everybody has been talking about the seismic shift that has taken place in bond markets for an age and I myself have written one too many pieces on it, says Neil Birrell, so there will be no comments about inverted yield curves in this piece. Instead, the CIO uses this column to focus on the changing priorities of shareholders as ESG takes centre stage ...
There are many drivers of asset prices. At the moment cyclical ones are to the fore but we should never forget the structural political and social changes that are taking place around the world and the...
Revisiting the portfolio debate
US labour market key to recovery following Covid-19 impact
In the decade or so following the global financial crisis, inflation in much - if not all - of the developed world has been very low indeed, writes James Klempster, who explores why inflation-proofing portfolios is so important...
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