Our May Roadmap assesses why the gold price has risen to new highs, even as bond yields have risen. The main candidate is a much higher level of central bank purchases, as the risk to some central banks in holding dollar liquidity are perceived to have risen. We also provide our latest assessment of market opportunities.
Read the full Investment Roadmap here.
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....