Market Insights

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Inflation uncertainty makes retirement planning harder

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Private debt on the rise as investors look for income and dial down risk: Zagga

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga. ...

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An Extended Cycle: Watch the Inflation Path

Central banks are signaling a desire to start cutting rates. Loomis Sayles’ Lynda Schweitzer doesn’t see evidence of a decisive turn for the worse in the economic cycle....

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Avoiding the ‘Mundane Seven’: why the Ex-20 is a sweet spot for returns

While the Magnificent Seven have been a runaway success – they drove almost two-thirds of the S&P 500’s 24% return in 2023 – our view is that the largest seven companies ...

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Meeting investor needs in an age of economic uncertainty

In a global economy defined by uncertainty, traditional low-risk income classes such as bonds and cash savings accounts continue to disappoint as investors continue to se...

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Hybrids: The how and why

Hybrid securities can offer investors equity-like returns, yet with a lower level of risk. Here’s a rundown on hybrids and why they are attractive investment options....

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Maximising client outcomes with multi-asset portfolios

Diversified managed funds could make an ideal addition to a managed account, as the broad toolset available to the fund manager enables them to seek outperformance and ma...

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Why diversified managed funds deserve a place in client portfolios

The number of advisers using managed accounts has exploded in recent years, often at the expense of diversified managed funds. But diversified funds deserve a place in al...

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Financial Services Industry not delivering to the public

Over the years government regulations regarding financial advice delivery has increased complexity, compliance costs and time to deliver advice. As a result, financial ad...

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US Treasuries: Blood on the Streets

Baron Rothschild famously said the time to buy is “when there’s blood on the streets, even if the blood is your own”. Thanks to high inflation and interest rates, there’s...