Markets

Insights filed under this category

  • Why income still matters in a higher-rate world

    Markets By Eleanor Whitcombe 5 min read

    Cash and gilts pay a real yield again. So why own equity income at all? Because cash pays today, a good dividend can grow, and the difference compounds.

  • Multi-asset income: the year ahead

    Markets By Tomás Herrera 2 min read

    Bonds pay a real income again, equities are uneven and infrastructure trades at a discount. How the Global Multi-Asset Income Strategy is positioned for the next 12 months, and why.

  • Reading the central banks without over-trading

    Markets By James Hartley 2 min read

    The Bank of England meets eight times a year, and markets react to every word. Why we listen closely, change our portfolios rarely, and how we decide when to act.

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