Views From the Floor

Post-1945 majority governments in the UK have a strong track record in delivering above average growth. How might investors capitalise on this?

What will the shock outcome of the French election mean for President Macron’s pro-business policies and will any chaos spill over into the Eurozone?

As Labour secures its much-anticipated parliamentary majority, markets expect stability and growth, driven by cautious fiscal policies and improved UK-EU relations.

A market shiver or the beginning of a more sustained change in direction? And how to prep your portfolio for election market uncertainty.

Could a Labour majority government offer a long-awaited boost to an unloved asset class? Also, demand for solar panels has driven up the price of silver. Can it outshine gold?

Political uncertainty and ‘higher for longer’ interest rates have given local currency debt investors a tumultuous ride, but could there be light at the end of the tunnel? Also, investors should brace for a policy pivot after the EU elections.

As global central banks part ways and sovereign-bond yields take different courses, we examine where the opportunities lie for credit investors. Plus, the AI revolution is consuming too much energy. This may halt its growth

What might investors miss if they stick to the common ways of deciding their strategic FX hedge ratio? We ask if ignoring profit and loss dynamics puts your portfolio in peril.

This week, we explore why gold equities haven’t hitched a ride on the back of the precious metal’s rally. Also, notwithstanding last week's election announcement, we ask why miserable UK equity flows may be strangely rewarding for investors.

"Higher for longer" rates make US private credit an attractive asset class but also increase companies’ default risk. Does the middle market offer pockets of resilience?

Companies have exhausted their pricing power and we’re in uncertain geopolitical times, so equity returns will come from earnings growth from firms that are agile and able to navigate a difficult world. Also, while Modi is a safe pair of economic hands, investors should prepare for potentially some period of weakness after the Indian election.

Geopolitical conflicts have expanded beyond traditional warfare and now involve weaponising commodities. Also, the Bank of Japan needs to perform a careful policy balancing act over the weak yen.