What’s the role for high yield bonds?
Tacit Investment Management has one of the highest exposures to high-yield bonds of all the portfolio managers we cover.This week we are joined by Kypros Charalambous, investment director at Tacit, to...
10 Huhti 202516min
Can gold's growth be sustained?
The rising price of gold has been one of the stories of early 2025 so far and Stuart Clark, who runs Quilter's Wealthselect portfolios, is one of the allocators with a long-standing allocation to prec...
3 Huhti 202523min
Has Europe's time come?
The year has started brightly for the European market, with the Euro Stoxx 50 up more than 10 per cent since the start of 2025. But is that a sign Europe has turned a corner?This week Ian Rees, head o...
27 Maalis 202518min
Is now the time to worry about the US economy?
US president Donald Trump has said there might be "a little disturbance" as he imposes tariffs he claims are necessary. But fears of a recession in the US are growing.This week Joseph Wilkins and Davi...
20 Maalis 202525min
What to make of the US stock slide
Since the start of 2025, the S&P 500 is down nearly 5 per cent due in part to Donald Trump's 'will he, won't he' approach to tariffs. This week tariffs were on again (before they weren't) so the US bl...
13 Maalis 202525min
Mitigating 2024's rise in fund manager moves
Last year saw a spike in the number of fund manager departures, which were at their highest level since Covid.This week David Thorpe, Joseph Wilkins and Dave Baxter have a chat about why that might be...
6 Maalis 202519min
Are we at an inflection point for political risk?
For better or worse, Donald Trump's first few weeks in the White House have involved a flurry of activity - which the markets have always appreciating some of the new US president's decisions.This wee...
27 Helmi 202515min
Are equal-weight indices all they’re cracked up to be?
If volatility has made a comeback, are equal-weight indices the solution to this problem? Or do they present different issues?This week David Thorpe, Dave Baxter and Joseph Wilkins have a chat about t...
20 Helmi 202520min
