Despite ongoing geopolitical tensions and the prospect of a shift in Fed policy, emerging market equities are on track to outperform developed market equities for the second quarter in a row. Their...

If tomorrow’s minutes of the UK Monetary Policy Committee’s latest meeting reveal that some members voted to raise interest rates earlier this month, short-term Gilt yields may rise and sterling...

The sharp decline in the yields of local currency government bonds in developed countries has boosted the relative appeal of those in emerging countries. Admittedly, we expect yields in most developed...

If the Scottish people voted for independence next month, it would create a lot of uncertainty andprobably weaken investors’ appetite for Gilts, UK equities and sterling. Admittedly, the...