Bond markets fret over rising budget deficits
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How far does the Fed’s influence extend?
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
Targeting tomorrow’s winners
Cracking the code: Quant Investing’s Secret to Finding Alpha
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Future looks brighter for Germany
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%
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What sets quant apart from traditional investors?
Video transcript Actively managed investment funds bring the expertise of professional portfolio management to the masses. So, how do the stock pickers of equity funds decide where to invest their clients’ money? Well, it depends on the fund, but many of the approaches fall into two categories: traditional human-led bottom-up investing and the wide spectrum […]
South Korean stocks soar on governance reform hopes
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