Talking Heads – Making the...
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government…
10/06/25
Portfolio perspectives
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Podcast
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Podcast
Talking Heads – Which long-term...
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In…
05/06/25
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Article
Defence-related investing using an ETF
Defence-related investing has taken over as the dominant investor theme for thematic exchange-traded funds. If investor flows were focused on…
03/06/25
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Podcast
Talking Heads – Investing via...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25
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Podcast
Talking Heads – It’s a...
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe…
20/05/25
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Article
Diversifying with equal-weighted strategies
Equal-weighted exchange-traded equity funds have attracted notable amounts of investor money in the past 12 months as investors move away…
19/05/25