Over three days a selection of our investment managers, economists and strategists congregated in London for our annual Global Investment Forum (GIF). The GIF is designed to tune out the day-to-day market noise and focus on key market drivers over the medium term.
As we enter another period of accelerated Brexit negotiations, how can investors best navigate the next few weeks and months? Our assessment is that a number of U.K. assets have already priced in a significant chance of a disruptive Brexit, but there is scope for further moves in either direction, depending on the path the negotiations take.
The UN Sustainable Development Goals provide the investment community, including bond issuers, with a framework for tackling long-term global challenges.
After nearly 30 years of consulting with advisors, representing one-person shops, broker-dealer reps and multi-billion dollar wealth-management practices, there is one question every advisor should hope their clients ask. But too often they are ill-equipped to answer it.
We see key factors beyond Brexit affecting the medium-term economic outlook for the U.K.
We believe the bond market is uniquely suited to both benefit from and provide finance for ESG-related (environmental, social and governance) efforts.
The cost of a college education continues to rise, and along with it, student debt. Roger Michaud, senior vice president and director of college savings for the Franklin Templeton 529 College Savings Plan, and Mike O’Brien, director, Program Marketing, Global Client Marketing, look at how mounting student debt could have a long-term impact on one’s future.
As you evaluate advisor-friendly trust providers, begin with a comprehensive understanding of the associated risks of the directed and delegated options.
The Bank of England has had to navigate a difficult set of circumstances in its attempts to raise interest rates. As far back as 2014, Governor Mark Carney suggested that rate rises could come “sooner than markets currently expect,” only for those aspirations to be dashed. Indeed, the next move in interest rates turned out to be a rate cut, in the aftermath of the June 2016 Brexit vote.
We believe that ESG investing is not only about partnering with issuers who already demonstrate a deeply integrated approach to ESG, but also about engaging with those who wish to move forward with their ESG initiatives. We believe that successful engagement can reduce credit risk, unlock value and influence positive impact.
We believe that ESG investing is not only about partnering with issuers who already demonstrate a deeply integrated approach to ESG, but also about engaging with those who wish to move forward with their ESG initiatives.
Often times advisory firm owners struggle over associate, junior advisor and even partner compensation. They cannot gauge starting salaries, so they keep pushing the human capital decisions off, which is detrimental to the overall success of the firm.
For the first time in over 10 years the Bank of England raised its official policy rate, a hike of 0.25% to 0.5%. The rationale is a combination of growth continuing at or slightly above trend, unemployment falling further from its current 42-year low...
Just as the global economy faces a number of important pivot points that investors should look for over the next several years, so some domestically generated pivot points will shape the UK economy in the coming years – largely stemming from UK politics.
The decision brings better representation of the entire Chinese economy.
In its recent quarterly inflation report, the Bank of England gave the market some fascinating insights into the challenges it will face in setting appropriate monetary policy over the coming years.
We caution investors on sterling and UK gilts as Brexit negotiations commence and the likelihood of a “hard Brexit” remains high.
The value of the US dollar is a key player across global economies & markets. How is the value shifting and what might it mean for investors?
As the National People’s Congress convenes, we highlight three government priorities to watch.
The UK is about to enter a period of potential uncertainty, and the greatest gift the Chancellor can provide to the government is economic protection.
In December, the US Federal Reserve (Fed) raised interest rates, as predicted, and raised expectations for more increases in 2017. At Invesco Fixed Income, we believe one of the best ways to handle a rising interest rate environment is to have a portfolio diversified across different credit-related asset classes.
Ahead of Thursday’s quarterly Inflation Report, the Bank of England’s Monetary Policy Committee (MPC) faced a relatively tricky challenge.
Since the Conservative Party Conference earlier this month, UK asset markets have become increasingly sensitive to the UK’s prospective trading arrangements post Brexit.
We recently had the pleasure of interviewing Frank Holmes, CEO and Chief Investment Officer at U.S. Global Investors. He talks about a seasonal norm he sees playing out in the gold market over the next few months...
Neuroscience teaches us how to make our brains more receptive to new ideas. My recent conflict-resolution experience working with the IRS shows how lessons from neuroscience can improve advisor-client interactions.