Contents


Interest rates and inflation: expect the unexpected

David Wrigley summarises where the global central bank rate-hiking cycle has got to.

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What does the new economic environment mean for investors?

Natalie Brain takes a macro perspective on the current moment and gives us the big picture.

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Bonds – if not now, then when?

Olivia Buah surveys the current scene in the bond markets and asks which areas of the fixed income market are most attractive at the moment?

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Allocating to regional equities

Bo Yu takes a fresh look at how to allocate a global equity portfolio and asks – should you ever bet against America?

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Investing in timberland

Nikki Matthews looks at how timberland investment can add diversification to a portfolio and generate attractive returns.

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Sustainable infrastructure

James Baldwin explains why he believes the Net Zero transition presents an attractive opportunity for infrastructure investors.

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Building a ship to withstand the storms

Nick Cooney takes us on a tour of emerging market debt.

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Maintaining a stable economy is a piece of cake

Shyam Gharial looks at how the UN Sustainable Development Goals have become a useful framework for investing.

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The shareholder voting era

Dan Mikulskis makes the case for why investors are going to be thinking a lot more about voting over the coming years.

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