Our Head of Investment Research, @ErnstKnacke provides his comments and insights to an article titled “The perfect funds to pair for a bull/bear strategy in Asia” by @FETrustnet.
Read the article below 👇🏼
#AsiaInvesting#EquityStrategy#MarketInsights
https://t.co/vBD0iN24KW
In our latest podcast, Stewart Abrahart and @ErnstKnacke explore the current economic shifts seen across the globe by reviewing #inflation, #deflation and giving their #marketoutlook.
Listen in on the conversation below 👇🏼
https://t.co/XptxhM9tv3
In a recent article by @ii_couk, titled “Nine funds for high income and top total returns”, our Head of Investment Research, @ErnstKnacke shares his top #HighYield#bond pick and explains why he believes it’s a solid investment.
Read the article below 👇🏼
https://t.co/u0bnJ2ygj1
In a recent article by @FTAdviser, our Head of Investment Research, @ErnstKnacke comments on whether equal weight #indices are the solution to US concentration risks, among other industry professionals.
Read below👇🏼
#sp500#investmentmanagement
https://t.co/rYJktnSxDB
In our latest Monthly Review, alongside our usual asset class assessment, we discuss the concept of #PoliticalAlpha - the excess return an investor can generate by predicting and capitalising on political and regulatory changes.
Read below 👇🏼
https://t.co/mgpERxEj86
In this week's podcast, the team discuss the impact of #PoliticalEvents on #StockMarkets, and debate whether political uncertainties should be a focus for #investors.
Listen below 👇🏼
https://t.co/GolXmrgQOA
Our Head of Investment Research, @ErnstKnacke , has launched his first monthly column in @PortfolioAdviser, titled “Health is Wealth”.
Read below 👇🏼
https://t.co/gRF6LTK3MI
#healthcare
In our latest #podcast, we form an Elite 11 team where each #investment#fund is likened to a football position.
Listen below 👇🏼
#EURO2024
https://t.co/b1yFXm051h
As the #EURO2024 final approaches, we’ve created a football team composed of our favourite #funds, each representing a specific player position and boasting a sustainable competitive advantage.
Read our selection below 👇🏼
https://t.co/hlTsfDQuPu
In our latest Quarterly Insights article, we revisit some of the key drivers of #inflation, #EconomicGrowth and #liquidity, and how these have been impacted by policy decisions and market forces in recent years.
Available below 👇🏼
https://t.co/K0ljCWvD6e
In this week's podcast, the team build a European team of #stocks in light of the #UEFAEURO2024 championships.
Tune in below 👇🏼
https://t.co/YJh70DjWpv
In our latest Monthly Review, alongside our usual asset class assessment, we define and layout our vision of the #FiscalAge, a new era we entered during the pandemic, dominated by fiscal policy, government spending and debt monetisation.
Read below 👇🏼
https://t.co/KwOzdrk9cj
In an article published by @ETF_Stream titled: “‘Here to stay’: A breakdown of Europe’s active ETF market”, our Head of Research, @ErnstKnacke highlights the strategic value of short-duration active fixed income #ETFs vs active equity ETFs.
Read below 👇🏼
https://t.co/e7dhMpAXRq
In this week's podcast, we discuss the global economic conditions, plus the influence of current political events on markets.
Listen in on the conversation below 👇🏼
#politics#macroeconomics#investmentmanagement
https://t.co/1wUKom15C9
In our latest edition of the Monthly Review, alongside our usual asset class assessment, we briefly discuss one of our most exciting, long term thematic opportunities: #Healthcare and #LifeSciences.
Read the full article below:
https://t.co/2VsCNF5Ff6
In this week's podcast, the team discuss 'The Investment Opportunity in Healthcare".
Listen in on the conversation below 👇🏼
#healthcare#biotech#financepodcast
https://t.co/Gdma05NZ0F
In this week’s podcast, Neil Williams, founder of LeifBridge, and Ernst Knacke, our Head of Research, discuss our monthly Global Investment Committee (GIC), the potential forces behind the #StickyInflation, and how this impact investors.
Listen below 👇🏼
https://t.co/jYLYoxzjNo
As we embrace the transition into summer months, the perennial question resurfaces: Is it time to "Sell in May and Go Away"? Our Head of Research, @Ernst_Knacke delves into this age-old strategy in his latest article published by @RankioPro.
#Investing
https://t.co/N9EYHls3P0