Market Insights

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Why AI and China are Driving Copper Demand

Copper prices have surged recently, driven by a mix of inflationary pressures and disruptions in supply and demand. ...

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Infrastructure is one of the backbones of economic prosperity and societal well-being, and here, in the 21st century, it has never been more crucial. ...

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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...