Index investing and Dr. Frankenstein’s creation

A close up of a statue of Frankenstein's monster.

Introduced in 1957, the S&P 500 is the most widely cited US equity index, with more money managed to it, by far, than any other benchmark. As such, it has become a proxy for the health of US investors, corporate America and the overall economy. Initially a tool for measurement and understanding, the S&P has […]

ECB holds rates as France struggles with debt crisis

the front of France's National Assembly building. There are 5 flags in the foreground.

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Bond markets fret over rising budget deficits

Flashing 'sell' signs on a bourse screen

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How far does the Fed’s influence extend?

Federal reserve building

Considerable airtime, ink and pixels have been devoted to when the Federal Reserve (Fed) will resume its easing cycle. Chair Jerome Powell’s speech in Jackson Hole has certainly put the September meeting in play. But while Fed policy definitely impacts interest rates in the 0-2-year space, the influence out the US Treasury yield curve varies […]

GEMs Equity, Outlook H2 2025

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Targeting tomorrow’s winners

Cracking the code: Quant Investing’s Secret to Finding Alpha

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Future looks brighter for Germany

The Reichstag building in Berlin, Germany, and its reflection at night

Germany’s economy has long been stagnant. With real GDP up just 0.3% since the fourth quarter of 2019 (versus a 12.0% gain in the US), it was beginning to look again like the ‘sick man of Europe,’ a label it acquired in the late 1990s. The country has been buffeted since Covid by multiple shocks: […]

A tech transformation for China?

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Fixed Income Fund Selector Masterclass

Highlights with Andrew Lennox, Federated Hermes Full masterclass video Learning objectives: The role of active management in fixed income US exceptionalism and its impact on bond markets Asset allocation outlook in a shifting macro environment Speakers: Paul Angell, AJ Bell Andrew Lennox, Federated Hermes Mike Riddell, Fidelity International Nick Hayes, AXA IM This masterclass was […]

US inflation hits 2.7%

a woman is standing in a supermarket and reading her receipt

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