50 Epizód

  1. Inflation: Everyone seems to be worried about it

    Közzétéve: 2021. 06. 09.

  2. More rotation, less direction

    Közzétéve: 2021. 05. 27.

  3. Growth rates are reaching record levels

    Közzétéve: 2021. 05. 13.

  4. The expansion of our digital infrastructures is an absolute necessity

    Közzétéve: 2021. 04. 28.

  5. Unashamedly bullish on earnings

    Közzétéve: 2021. 04. 14.

  6. A rotation in the winners and losers of the pandemic

    Közzétéve: 2021. 03. 31.

  7. Correction? What correction?

    Közzétéve: 2021. 03. 17.

  8. With the huge vaccine gap between the UK and Eurozone, Sterling is primed to be the outperformer

    Közzétéve: 2021. 03. 03.

  9. Beyond the expected Q1 rift, things look less bleak for the UK

    Közzétéve: 2021. 02. 19.

  10. Having assets in a portfolio that cater for the unknown

    Közzétéve: 2021. 02. 03.

  11. 2020's equity markets were a split between the 'haves' and the 'have nots'

    Közzétéve: 2020. 12. 15.

  12. The second largest switch from growth to value

    Közzétéve: 2020. 11. 20.

  13. The earnings decline isn't as bad as we feared

    Közzétéve: 2020. 11. 10.

  14. Time to look beyond developed market government bonds?

    Közzétéve: 2020. 10. 14.

  15. Consensus is expecting earnings to fall in excess of 20%

    Közzétéve: 2020. 09. 30.

  16. No evidence for a change in leadership in equity markets

    Közzétéve: 2020. 09. 18.

  17. Lower rates for longer

    Közzétéve: 2020. 09. 03.

  18. The opportunity cost of holding gold has fallen to zero

    Közzétéve: 2020. 08. 19.

  19. What often gets forgotten is the balance sheet

    Közzétéve: 2020. 07. 22.

  20. Cyber breaches cost the global economy $1.5 trillion a year

    Közzétéve: 2020. 07. 09.

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