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04JUL 2018

How might a trade war play out?

If trade tensions escalate, potential consequences could include stagflation and a stronger US dollar.

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2018

APRIL

06APR 2018

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60 seconds on what could derail the US expansion

In this video Keith Wade discusses the factors which could undermine the ongoing strength in the US economy

2017

NOVEMBER

02NOV 2017

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60 seconds on the case for gold exposure

Gold is under-owned but some exposure may be needed as inflation is building alongside other risks.

OCTOBER

17OCT 2017

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60 seconds on the most attractive sectors in the UK

Alex Breese explains why financials and commodities are among the sectors that look attractive for UK equity investors.

13OCT 2017

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60 seconds with Keith Wade on the Goldilocks economy

In this video Keith Wade explains why the global economy is currently in a Goldilocks scenario.

12OCT 2017

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60 seconds on why data centres matter for real estate investors

Demand for data from sectors such as the gaming industry and high frequency traders can benefit real estate in global cities.

AUGUST

16AUG 2017

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How will central bank tightening affect emerging market bonds?

Rajeev de Mello explains that emerging markets are prepared for tighter monetary policy and highlights the Asian countries offering the most attractive yields.

JUNE

13JUN 2017

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60 seconds on investing in "brain cluster" cities

Seattle is a prime example of the type of city our real estate investment team favours. This video explains why.