This month: Managers risk-up (within reason) Equities’ allure trumps bonds. Preparations begin for rising inflation. Dividend-payers look attractive. Consensus crowding on positioning causes concern. Featuring […]

This month: Buckle-up for a bumpy year Political risk and policy uncertainty become worrisome. Thematic investing comes to the fore. Currency movements eagerly watched. Quality […]

This month: Cash overweights a popular stance Investors retreat into cash. US inflation and dollar movement hotly debated. Doubts rage over “Santa rally. Electric vehicles […]