Articles

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?