Baillie Gifford: Let's talk about Actual investing
Stuart Dunbar, partner at Scottish asset manager Baillie Gifford, reaffirms the importance of active investment management to a healthy capitalist system.
A few words about gold
The price of gold is determined by the interaction between supply and demand for the metal. It is therefore worth briefly reviewing the sources of demand and supply, which are:
CM-AM Convictions Funds Range for Supporting the Growth of Value-Creating Companies
Equity markets are undergoing a period of significant transformation, driven by changing monetary policies, persistent geopolitical tensions, and evolving economic conditions.
Return of mercantilism: what are the impacts for the debt markets?
Mercantilism, an economic doctrine that reached its apogee in 19th-century United States, is returning to the forefront as the new Trump administration rapidly rolls out protectionist economic and industrial policies.
Widespread climate of uncertainty is likely to impact global economic growth
The Trump administration's announcement in early April of much higher-than-expected tariffs has created a widespread climate of uncertainty that is likely to impact global economic growth in the months ahead.
Markets buoyed by news on trade talks and the Fed chair
Two weeks ago, the 2025 roller coaster surged as Trump confirmed he never planned to fire Fed Chair Powell, Treasury Secretary Bessent eased China tariffs, and Musk announced he'd step back from the Department of Government Efficiency (DOGE)...
Optimizing your allocation through exposure to the gold theme
The gold market has risen sharply since the start of 2025, driven by favorable economic and political risks (inflation, geopolitical uncertainty, Trump’s return to power, massive central bank and investor buying, etc.)
AI helpt obligatiebeleggers liquiditeit te voorspellen
Kunstmatige intelligentie staat op het punt een doorbraak te forceren in de wereld van vastrentende waarden. Dankzij nieuwe AI-tools kunnen beleggers de liquiditeit op de obligatiemarkt beter begrijpen én voorspellen. Voor actieve beheerders en institutionele beleggers die snel willen schakelen kan dat van groot belang zijn.
Schroders Capital : €1bn in distributions from European Buyout and Growth strategy
Schroders Capital delivers €1bn in distributions from European Buyout and Growth strategy in 2024 resulting in a distribution rate of 17%
Invesco - Gold update
Gold had one of its best monthly performances in March, gaining 9.3%. Heightened uncertainty around looming trade tariffs supported the yellow metal. Global flows into gold exchange-traded products were positive for the fourth-straight month.