Richard Colwell, Head of UK Equities Columbia Threadneedle Investments. It’s been a volatile start to 2022, with the conflict in Ukraine creating huge disruption in oil markets, and adding to ongoing pressures seen in markets already dealing wi...

As major central banks turn hawkish to combat rocketing inflation, some investors are wondering if the uber-dove BoJ might be next. Don’t bank on it. There have been several trades that have received the moniker ‘widow-maker’, but arguably none a...

Against a challenging backdrop for fixed income, emerging market debt is one area where investors can take on some risk. High yields and portfolio diversification help to make this a compelling exposure within fixed income. However, given persiste...

Bruno Cavalier, Chief Economist ODDO BHF Asset Management In the space of 15 years, central bankers have gone from being the demigods who solved the inflation problem once and for all to embodying the culprits of the biggest price surge since t...

Despite the most challenging fixed income market in decades, BlackRock projects that global bond exchange-traded funds (ETFs) assets under management (AUM) will triple to $5 trillion by 2030.[1] The extreme market volatility in the early days...

By Peter Garnry, Head of Equity Strategy at Saxo Bank Global energy companies are currently valued at a staggering 10% free cash flow yield with an outlook that is suggesting higher forward prices on oil and gas in the coming years as the ...