Category: Global Markets
The return of inflation and end of Goldilocks?
Jonathan Windust, 20 Oct 2021
Investment markets have been in a Goldilocks period where low inflation has allowed central banks to keep interest rates low…
Energy Squeeze
Greg Cassidy, 19 Oct 2021
News of power outages in China and fertiliser plant closures in the UK are just some of the effects that…
Why Cryptos, Decentralised Finance (DeFi) and the Metaverse could be big
Felix Fok, 12 Oct 2021
In a geeky spin on “Sex, Drugs & Rock’n’roll,” the title arguably captures the counterculture movement of today. Digital tokens…
Sydney Airport acquisition ready for takeoff
Daniel Simmonds, 13 Jul 2021
Sydney Airport (SYD) has recently become an acquisition target by a consortium of private investors willing to take a longer-term…
Stock Story: Virgin Money UK
William Curtayne, 06 Jul 2021
Value opportunity in a UK bank Virgin Money UK is a United Kingdom bank offering a classical value investment opportunity…
Month in a Minute: June ’21
Mark Riggall, 06 Jul 2021
Portfolio Manager Mark Riggall discusses June’s key highlights in 60 seconds.
Isn’t the reopening trade over yet?
David Rigby, 30 Jun 2021
Compared to 18 months ago, we now know how to control COVID outbreaks by restricting movement and tracing contacts and…
COVID-19: creating a new era for vaccine and drug production
Dr Deborah Lambie, 22 Jun 2021
The COVID-19 pandemic has changed the global vaccine landscape, catapulting mRNA vaccines into the limelight for the first time, with…
Stephanie Batchelor updates Heather du Plessis-Allan on trends in global equity markets
Stephanie Batchelor, 04 Jun 2021
ListenThe month in 60 seconds: May ’21
Mark Riggall, 04 Jun 2021
Portfolio Manager Mark Riggall discusses May’s key highlights in 60 seconds.