Are we nearing ‘peak car’? With congestion rising across our cities we look at the investment opportunities arising from a ‘peak car’ world. Read more
What does the government bond rally mean for high yield? After the rally in rates markets since late last year, Donald Phillips investigates what we can expect from high yield returns over the coming months. Read more
Yield curve inversion – why we’re not worried, yet Are bond markets predicting a recession and a negative environment for equities? James Inglis-Jones explains why proprietary measures of investor anxiety present a brighter outlook. Read more
Trade Wars: may the force be with you Donald Trump’s latest tariff delay confirms that trade tariffs can punish US consumers as much as Chinese manufacturers. Mark Williams explains how the Trade Wars have created opportunities to invest in Asian companies with pricing power that can pass tariffs on to buyers. Read more
Credit remains attractive despite bumpy Brexit ride Stuart Steven looks through current macro risks and sees a solid longer term outlook for corporate bonds – although crash helmets might be required in run up to 31 October. Read more
Liontrust's Phil Milburn reviews Q2 in bonds Long read: Waves of monetary stimulus continues over a quarter in which we returned to the days of ‘bad news is good’. Read more
Transatlantic valuation blues With central bank manipulation continuing to skew bond markets, Donald Phillips says now is an opportune time to be reducing exposure to European high yield. Read more
Untangling a web of rate cuts tariff threats and renminbi retaliation The most significant events of the past week in Asia for investors are not the ones that have been grabbing the headlines. Read more
Eight charts showing the UK yield opportunity Dividend yield is an important, but often neglected marker of value. Jamie Clark explains why now is an unprecedented moment to buy UK dividend payers. Read more
The Kiwi conundrum David Roberts looks at what a small, flightless bird has to do with markets. Read more
730 billion reasons to be cheerful Following last night’s US rate cut, David Roberts explains why he thinks US policymakers are too pessimistic and reveals that consumers actually have 730 billion reasons to be cheerful. Read more
Liontrust to acquire Neptune “Neptune is a great acquisition for Liontrust and will broaden our fund range and investment skills in areas where there is strong demand. This will take our AuM to £17 billion and allow Robin Geffen and the rest of the Neptune team to focus on managing funds and not run a business.” John Ions, Chief Executive Read more
Sterling hits new lows - so why is everyone rushing to buy gilts? As no-deal Brexit concerns push sterling down to fresh lows, David Roberts questions the logic behind the simultaneous rally in UK government bonds. Read more
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