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House Report Q3 2023
Latest insights
Six minute strategy - Telling it as it is
Taming inflation is proving to be a drawn-out process, despite the sharpest interest rate rises in 40 years. The result has been a tough quarter in which global equity markets fell back, while bond yields soared - the 10-year US Treasury yield reaching its highest since 2007. Investors...
Watch video >Ethical AI: Trick or Treat?
Governments, companies and investors all have roles to play in ensuring that AI is a force for good. We invest in a number of companies for whom artificial intelligence (AI) is a key element in their business models and plans for future growth. As investors, we recognise the...
Read more >Why not just hold cash?
What happens if you try to time markets? And what would happen if your clients simply held their money in cash? Model portfolio manager Ben Gilbert answers these questions and explains why having a diversified portfolio can help your clients through both the best and worst days. Watch...
Watch video >Why are we bored of ESG?
After attracting record inflows over the last few years, investors are more recently reported to have fallen out of love with sustainability-focused funds[1]. Does this mean ESG issues are dead in the water? Or is this merely a bump in the road? Greenwash and backlash Increased scrutiny of...
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