December 2, 2021
The new opportunities in financial equity – Douglas Branson, Mark Conrad
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
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December 2, 2021
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
Keep readingSeptember 28, 2021
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
Keep readingJuly 16, 2021
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
Keep readingJune 30, 2021
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
Keep readingJune 22, 2021
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
Keep readingJune 7, 2021
ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
Keep readingMay 11, 2021
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
Keep readingApril 29, 2021
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
Keep readingApril 1, 2021
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
Keep readingMarch 24, 2021
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
Keep readingMarch 9, 2021
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
Keep readingFebruary 26, 2021
What are the current challenges for fixed income allocators? How does financial credit compare to other asset classes and how...
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