This month, our focus is on using options markets to hedge downside equity risk. We have been active users of these instruments in recent months, and to a greater extent than has typically been the case in the past. We set out some of the complexities associated with an options hedge, and the investment framework we use in considering the strategy.
Read the June Portfolio Perspectives here.
For more than a decade, US equities led global markets. Since the end of 2024 they have not. They have returned around 30% in dollar...
At the start of 2026, the consensus expected a benign year: central banks easing, inflation drifting back towards target, and the main debate the pace...
In this month's Portfolio Perspectives, we examine three themes shaping client portfolios: the evolving investment case for Chinese equities, the implications of rising Middle East...