Rotating to non-discretionary stocks
With the Omicron variant less harmful than its predecessors and life returning to normal, the focus is now on what’s happening to the economy and how central-bank policy will unfold in the near future.
With the Omicron variant less harmful than its predecessors and life returning to normal, the focus is now on what’s happening to the economy and how central-bank policy will unfold in the near future.
Even though the fundamentals are currently favourable, Filipe R Costa believes the demand side of the market may not support this much longer.
This year will be all about the outlook for rates instead, as central banks around the world move together into a new rate cycle.
Growth, as an investment style, has completely outperformed value during the last 10 years.
You don’t see the words ‘crypto’ and ‘safe’ together often. However, there are a few beliefs about the crypto market that don’t correspond to reality.
Looking back at bond yields over the last 40 years, all we see is a steep, never-ending decline, but is fixed income in the current climate?
Crypto assets have been in the spotlight since the start of the pandemic, dividing opinions on their path towards acceptance in Wall Street.
Filipe R Costa considers some potential components for a modern portfolio and how they might fit with a range of personal circumstances.
Filipe R Costa looks ahead and flags some concerning signs from a number of investment fields.
Can health ETFs offer protection against the financial impacts of the ongoing Covid pandemics?