‘UK needs a Trump-style strategic Bitcoin reserve’
With Bitcoin soaring to nearly $100,000 and gaining unprecedented recognition on the global stage, the time has come for the UK to embrace the idea of a strategic Bitcoin reserve,…
Stay Safe This Black Friday: Top Tips to Avoid Scams!
Black Friday and Cyber Monday are just around the corner, and many people are gearing up for some great deals. However, this time of year also brings a rise in…
Big wheels keep on turnin’
The US election throws up several investment ideas from the mainstream to the more idiosyncratic…by Alan Ray While anyone who needs a normal amount of sleep couldn’t possibly have read…
Water and credit investment opportunities in climate change era
Converting water-related challenges into credit opportunities can be a complex task. Here we discuss how our strategy of active engagement navigates this evolving investment landscape – by Saida Eggerstedt Water,…
Mr Brightside: Who Pays the Ferryman?
“People, they rush everywhere Each with their own secret care” One of the most often used sayings is “you get what you pay for” It is commonly accepted that our…
Largest holdings returning to form: Baillie Gifford Japan
BGFD’s largest holdings are returning to form…by Thomas McMahon Overview Baillie Gifford Japan (BGFD) is seeing its largest positions perform well as the Japanese market environment seems to be shifting…
Outlook for Emerging Markets – November 2024
Chetan Sehgal, Portfolio Manager, Templeton Emerging Markets Investment Trust (TEMIT): The recent commencement of the US Federal Reserve’s interest-rate cutting cycle is broadly expected to serve as a favourable tailwind…
US Election aftermath: Why market enthusiasm for Trump has stumbled
Summary: The initial celebration of Trump 2.0 suddenly reversed course late last week. We look at why and ask two key questions about the incoming Trump administration – by John…
Inflation – “We could be staring down the barrel of an economic groundhog day”
The inflation rate, which measures price changes over time, rose by more than expected to 2.3% in the year to October, up from 1.7% in September Annual gas and electricity…
Why we’ve dipped our toes back into Baillie Gifford American
Saltydog Investor looks at how US funds have performed since the election, which has prompted a small allocation to an old favourite There have been numerous elections around the world…