October 2023: Investment Roadmap

Global bond yields have continued to rise. The US ten-year yield is now around 5.3%, a level last seen in 2002, and UK 30-year gilt...

Global bond yields have risen for six months. Why matters more than by how much. A changed cyclical picture, with inflation firmer and growth better...

For more than a decade, US equities led global markets. Since the end of 2024 they have not. They have returned around 30% in dollar...