With gold back in the headlines, George Cheveley returning from the BMO Mining Conference, gives his views on what will be driving gold in 2022.

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Portfolio Manager Iain Cunningham argues that it is time to look through the negative Chinese growth surprises and take advantage of depressed valuations in conversation with Lindsay Williams.

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Sahil Mahtani and Chris Miller take a look at China’s tech revolution and provide a report card from consumer internet to hard tech.

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Bond investors’ worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams.

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As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the opportunities.

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January 26th 2022: With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too.

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December 16 2021: Cyclical and structural trends are shaking up natural-resource markets. George Cheveley, Portfolio Manager, discusses how to capture the opportunities next year.

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December 15 2021: Have inflation expectations been overshot? John Stopford, Head of Multi-Asset Income, thinks things could actually turn out better in terms of rate expectations than perhaps the market is beginning to fear.

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December 14 2021: With the inflationary environment uncertain in this unique market cycle, Clyde Rossouw, Co-Head of Quality, believes owning stocks with pricing power is important to inflation-proof portfolios.

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December 09 2021: After a rising tide lifted all parts of the credit market in 2021, Jeff Boswell, Head of Alternative Credit, explains how investors should approach a backdrop of wider dispersion in company performance in 2022.

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