In my opinion

In My Opinion

Are Covid economics here to stay?

Are Covid economics here to stay?

For a fleeting moment normality seems to have returned to our everyday lives, even if it will be some time until we can really consider the Covid-19 pandemic to be over. Nicky Maan, CEO of Spectrum Markets explores the medium and long-term trends against the background of the potentially fragile recovery.

In My Opinion

Increasing rates lift value over growth – but only if they rise fast enough

Increasing rates lift value over growth – but only if they rise fast enough

Damian Handzy, Head of Research & Applied Analytics at Investment Metrics, comments that with global anticipation that central banks are likely to increase short-term rates and with the spectre of inflationary pressure on longer-term rates, can we expect Value to come up top and Growth to lose out? Not necessarily, he says. He and his team examined stock returns during several historical periods of rate increases in the US and UK to see what might happen this time around.

In My Opinion

How COVID-19 accelerated the convergence of health and wealth

How COVID-19 accelerated the convergence of health and wealth

Nigel Brook-Walters, European head of wealth & advisory for SEI’s Asset Management Distribution team writes that as advisers consider a post-pandemic paradigm, they have begun to place a greater emphasis on the inherent connection between health and wealth. This focus parallels a tectonic shift in which individuals have progressively become more responsible for funding their own retirements.