Two funds to profit from rising yields
The approval of the first coronavirus vaccine last November changed the investment landscape, with rising inflation expectations pushing ten-year US…
4 years ago
Nick Sudbury
From zero to hero: impressive turnaround at Temple Bar
It has been a tumultuous year for Temple Bar with the Covid sell-off being followed by the appointment of a…
4 years ago
Treasury yields and inflation expectations: the key to 2021
There is a growing school of thought that the combination of pent-up consumer demand and stimulus will lead to a…
4 years ago
Schroder Japan Growth: well-placed to benefit from the rotation to value
The rotation in favour of value stocks is not just a UK or US phenomena, but applies everywhere – including…
4 years ago
BlackRock World Mining primed for further growth
The billion-pound commodities investment trust had a strong 2020 and is well-placed to continue to deliver excellent returns.
4 years ago
Rotation, rotation, rotation – the switch to value gathers pace
After years of underperformance, value funds are finally starting to catch up with their growth counterparts.
4 years ago
The best emerging markets funds to invest in now
If it continues as many expect, the recent emerging-markets revival could herald a third major period of EM outperformance.
4 years ago
The fund that will profit from higher yields
Listed hedge fund Pershing Square Holdings has protected its portfolio against the threat of higher Treasury yields caused by rising…
4 years ago
Commodity investment trusts for an inflationary future
Nick Sudbury looks at the prospects of commodity funds in the face of a coming wave of inflation.
4 years ago
Positive change for the Keystone Investment Trust
Keystone Positive Change (LON: KPC), as it is now known, is a £228m investment trust that until recently had invested…
4 years ago