Media

24 January 2022

DiversiChination

Our regular readers would have read the word “diversification” countless times across our pieces, especially about it being “the only free lunch in finance”. Now, everyone loves a free meal but certainly you’re not going to eat it only because it’s free, am I right? It needs also to look, smell and taste good, and the various courses need to be well balanced. We have recently added a new course to our menu, with a certain eastern flavour, that should make that free meal a lot more palatable for our clients: Chinese government bonds.

Video

Andrew Hardy, CFA

21 January 2022

GLOBAL FRIDAY UPDATE 21/01

Global Friday Update 21/01

Andrew Hardy, CFA reviews the week in our latest Global Matters Friday Update.

Podcast

Michael Clough, CFA

20 January 2022

Chart of the Week 20/01

Each week, Senior Analysts Michael Clough and Lorenzo La Posta discuss the Momentum Chart of the Week.

Global Matters

Richard Stutley, CFA

17 January 2022

GLOBAL MATTERS: 17/01

Making money in bonds

Last year, US Treasuries suffered one of their worst years this century. Treasury Inflation-Protected Securities (TIPS), on the other hand, returned +6%, making 2021 a pretty good year for these bonds versus their long-term average.