Income Matters No.9

We believe that many of the favourable conditions that have propelled markets for the last several decades are fundamentally changing for the worse, and that the equity market as a whole look highly concentrated and fully valued.

12 mins

Income Matters No.8

...a little with the head of Maradona, and a little with the hand of God Diego Maradona, 22nd…

13 mins

Income Matters No.7 

The only constant is change  Some readers will have read our multi-asset team’s recent note on gold. While…

13 mins

Income Matters No.6

This piece explores the greater focus given by investors to a company’s environmental footprint and its relationship with all stakeholders.

10 mins

Income Matters No.5

Nothing is more expensive than free money Kevin Walsh, Fed Governor In Income Matters 4 we laid out…

10 mins

Income Matters No.4

“Over the short term, prices move in an almost unpredictable way but over the long term, since they…

9 mins

Income Matters No.3

“I have a plan for growth, to topple the current ‘business as usual’ managerial approach to the economy…

11 mins

Income Matters No.2

Markets in 2022 certainly feel very different from 2021. Investors have woken to the prospect of rising interest rates and tighter financial conditions, driven by higher inflation, and are adjusting their requirements for returns accordingly.

10 mins