Fixed Income
Is the dividend drought over?
Investors may have to wait until 2025 for a return to pre-pandemic levels
What is driving the reflationary spike?
And which assets will be most affected?
Commodities | 9 Apr 21
3 ways to view single-country allocation opportunities
Geopolitics, structural change and the vaccine rollout will have varying impacts
How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
Alternatives | 11 Mar 21
Advisers warned against traditional equities and bonds split
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’