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Fixed Income

15MAR 2019

Consumer delinquency - Thank u, next!

Headlines on consumer delinquency have taken a negative spin. Recent auto delinquency data is at near-peak levels despite today’s low unemployment. But it’s important to examine exactly what is being reported as “delinquency” when reviewing the data.

2019

FEBRUARY

27FEB 2019

Fixed Income

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

27FEB 2019

Fixed Income

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

21FEB 2019

Equities

Why the Fourth Industrial Revolution may create beach hotspots for investors

With data becoming increasingly critical to our digital economy, Global Cities' Ben Forster explains why beachfront real estate is now hot property.

JANUARY

10JAN 2019

Equities

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.

2018

DECEMBER

19DEC 2018

Equities

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

17DEC 2018

Fixed Income

Outlook 2019: Securitized credit and asset based lending

The securitized sector offers a respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

17DEC 2018

Fixed Income

Outlook 2019: Securitized credit and asset based lending

The securitized sector offers a respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.