Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?

Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.

Gold: from damp squib to safe haven 6th April, 2022 Gold is once again proving that it can dance to a number of different tunes. Weakened by rising real yields, it has fulfilled its traditional role as a safe haven through the Ukraine crisis. What is likely to...

Fed: first rate increase since 2018 17th March, 2022 The US Federal Reserve (Fed) raised the key federal funds rate for the first time since March 2018 in a move designed to curb inflationary pressures. The members of Federal Open Market Committee (FOMC) implemented...

The impact of geopolitical events on markets is often short-lived – will it be different for the Ukrainian crisis?

Two fund managers with flexible strategies say how they are positioning for the year ahead.