Inflation: How Worried Should We Be?
Inflation has become a deeply contentious, and indeed critical, issue for markets in recent months. Chris Watling from Longview Economics discusses his outlook.
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Alternatives
Proterra Investment Partners Asia
Proterra Asia is a specialist private equity manager focused exclusively on investing in the Asian food sector, seeking unique risk/return opportunities for its investors.
Resonance Asset Management
Focused on real asset investment funds for institutional investors, Resonance Asset Management specialises in energy, water and waste treatment, and environmental assets.
Whitehelm Capital
Whitehelm Capital is a specialist infrastructure manager with an outstanding track record spanning over 23 years.
Wildfires - Burning More Than Just Landscapes
Whitehelm Capital explore the effects of climate change on investor's portfolios by examining the impact of increased wildfire activity in California.
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High Yield Credit: The Case for Staying Overweight (Despite Tight Spreads)
With high yield credit spreads back at reasonably tight levels, the key questions are: How strong is the case for staying overweight credit? How much more can spreads tighten? And, having already tightened considerably in recent months, what might compress them further (or, at least, keep them tight)? Chris Watling from Longview Economics discusses his views.
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