Partner Insight

The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco. Fidelity Strategic Bond portfolio manager Mike Riddell explores the key factors driving the sharp rise in bond yields and analyses the implications for UK fixed income markets.

Obe Ejikeme, fund manager at Carmignac, shares insights on how and why quality stocks stand out as a strategic choice in the current economic cycle.

Partner Content - Mirabaud Asset Management sponsor of the recent Channel Island event. Al Cattermole gives an overview of the Mirabaud Global Strategic Bond.

Drivers for private markets

Partner Content, Capital Group, sponsor of the Global Equities event, discusses the New Perspective strategy and portfolio for equity management.

Advising on philanthropy can help to build relationships

Younger clients are more likely to want advice on charitable giving

Investors will need to be more selective than ever

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, say Portfolio Managers Andy Acker and Dan Lyons.