Analyses

Is there an exposure that meets the needs of USD corporate bond investors while also aligning with ESG considerations? We think the answer is yes.

With low fees, broad diversification and ongoing management, LifeStrategy UCITS ETFs add value for clients and advisers alike.

The choice between index or active funds often comes down to an investor’s goals and can be influenced by performance, diversification and cost.

As markets and financial media clamour over major central banks’ interest rate decisions, we explore the impact of rate moves on bond returns.

When policymakers cut interest rates, cash rates tend to follow. Investors may miss out and face reinvesting at lower rates than they could get now on bonds.

Parallels between the dot-com bubble and today’s AI-driven market returns offer an important reminder about portfolio diversification.