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Welcome back to Bitesize, our monthly data-viz series, where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore what history can tell us about the likely market impact of the US-China tariff dispute.
Multi-asset allocation views - A silver lining for gilts
Sotirios Nakos, Multi-Asset Portfolio Manager, and Alessandra Legnante, Business Development Manager discuss the key market themes over the past quarter, assess performance and provide an outlook for the next quarter.
What does the data say? Our monthly data-inspired series
Time for UK infrastructure to pick up pace
Bond yields have reached their highest levels in a decade. Yet the question still needs to be asked. In a world with higher inflation and a higher “risk-free” rate, do newly issued corporate and government bonds offer decent value?
Multi-strategy portfolios have come a long way in embedding ESG into the investment process, but there are gaps to fill, as Jennie Byun explains.
The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors.
What does the data say? Our monthly data-inspired series
Staying humble in a world of rising risk
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