Should share investors worry about changes in interest rates? Research shows that, like share prices, changes in interest rates and bond prices are largely … [Read more...] about When interest rates go up, do shares go down?
As investors weigh up the forces that could extend or curtail the current cycle, the risk of an all-out trade war is the clear and present danger weighing most heavily on market sentiment. Protectionism was the biggest downside risk we called going into 2018, and remains the biggest risk to our core investment views for the remainder of the year. Here are our views on the most … [Read more...] about Deciphering Trump’s trade policy
Changes in global demographics (world population, density, ethnicity, education level and other aspects of the human population) will bring about significant social change, and therefore challenges and … [Read more...] about The future of demographics and social change
Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits. … [Read more...] about What is the best way to receive an income from my investments?
In this article we consider whether it beneficial to minimise currency risk in your investment portfolio by hedging currency risk and we look at the tools available to implement a hedging strategy. … [Read more...] about To hedge or not to hedge?