For professional investors, private credit and in particular direct lending strategies such as hedge fund lending offers a strategic advantage in the current environment of political uncertainty and volatile credit markets…
US deficits could fuel gold prices taking the spot rate from its all time high even higher. Read Sameer Saifan’s views here.
This video highlights some of our contrarian macroeconomic views, informing the themes within our strategies.
The Houthi rebel attacks on vessels in the Red Sea are of significance and whilst the West seems to be in control of the Bab Al Mandab strait currently, we believe if that changes and supply chains become disrupted inflationary pressure will follow and either delay interest rate cuts or lead to sharp hikes.
As global inflation rates slowly fall during 2023, we discuss the accuracy of analyst forecasts and if a ‘pivot’ from the Federal Reserve is on the horizon.
The Bank of Japan is in a difficult situation and the decisions that it and its allies make over the coming months could have a wide-reaching impact on global financial markets.
We discuss some of the forces that are currently exerting upwards pressure on prices and ask investors if they are properly prepared for the potential effects of inflation on their portfolios.
With inflationary pressures growing, how many rate rises can the US be expected to make in a challenging economic environment?
Should growing US debt be the priority of the Federal Reserve?
