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🚨 Our latest podcast is out 🚨 titled “Relief Rally: The U.S. and UK Economic Expectations”. With the US Elections almost at a close and the UK’s Autumn budget still in the rear-view mirror, Ernst Knacke plays host to our US Resident and Investment Associate, Stewart Abrahart, as well as Shard Capital's In-House US Equity Specialist, Julian Wheeler. In this episode, the team discuss: 🍁 The UK Autumn Budget 🗳️ The recent U.S. election outcome and its implications for the financial markets 🤔 The immediate reactions in the U.S. stock markets 🏆 The winners and losers 🌎 The potential effects on emerging markets, particularly Mexico Listen in on the conversation below 👇🏼 #USElection2024 #AutumnBudget2024 #MarketInsights

Our Head of Investment Research, Ernst Knacke, explores "The Age of Deflation" in his latest Knacke’s Money Maps column for Portfolio Adviser.   In this article, Ernst examines how shifting demographics—particularly declining fertility rates 📉 combined with rising debt 📈 - are reshaping demand, economic growth, and inflation. As populations age and fewer workers enter the economy, this long-term trend could mean lower growth and significant economic implications.   Read the full article below 👇

Our Monthly Review article is out and available to read below 👇🏼 This month, we reflect on the recent #NobelPrize in Economic Sciences and the importance of inclusive social institutions, and how misguided politics will impede on our quality of life. As usual, we include our brief on #assetclass and #assetallocation comments. Read the full article below 👇🏼

Our latest Quarterly Insights article is now available to read.   In this Quarterly Insights article, we explore how the #debt cycle and #innovation cycle are reshaping global markets and economies. While rising debt burdens and the threat of hard landings cast shadows, there are also exciting opportunities ahead driven by #AI, #energytransformation, and #lifesciences.   We also dive into the latest insights on #inflation, #economicgrowth, and where we see promising investment opportunities.   Read the full article below 👇🏼

In the latest edition of Ernst's 'Knacke's Money Maps' in Portfolio Adviser, he explores whether #Gold is currently overvalued or remains a strong #investment amid global uncertainties. Check out the full article below 👇🏼

Our Head of Investment Research, Ernst Knacke, has been selected as one of the experts in a recent TrustNet article, "Funds for Taking a Contrarian Stance with a Safe Pair of Hands." Ernst shares his insights on funds in out-of-favour sectors that are poised for recovery.   You can read the full article below 👇🏼   #Investments #InvestmentManagement #ContrarianInvesting

In our latest Monthly Review article, the team revisit their #gold thesis and discuss potential drivers that might push it well beyond its recent all-time highs. As usual, it includes brief asset class and #assetallocation comments and market performance.   Read the full article below 👇🏼

Our Head of Investment Research, Ernst Knacke provides his comments and insights to an article titled “The perfect funds to pair for a bull/bear strategy in Asia” published by Trustnet. Read the full article below 👇🏼   #AsiaInvesting #EquityStrategy #MarketInsights

In our latest podcast, Stewart Abrahart and Ernst Knacke delve into the Global Investment Committee's (GIC) factor quadrant, discussing the increased probability of a deflationary bust scenario and the significant changes in inflation expectations.   They explore market indicators such as break-even rates, the impact of high-interest rates, and the role of central banks. Additionally, the hosts examine the outlook for the UK, Europe, and the US economies, the implications of political changes, and the recent volatility in financial markets.   Listen in on the conversation below 👇🏼   #Markets #FinancePodcast #InvestmentManagement

In a recent article by interactive investor, titled “Nine funds for high income and top total returns”, our Head of Investment Research, Ernst Knacke, shares his top high-yield bond pick and explains why he believes it’s a solid investment.   Read the full article below, which also features insights from eight other investment professionals and their high-yield selections.    #HighYield #InvestmentManagement