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Buybacks are another reason to start embracing UK equities again

After a Brexit-induced hiatus, marginal buyers are coming back to the UK. Overseas demand for UK gilts has never been higher. Offshore private equity firms are competing for a deep pool of attractively valued businesses. And, with some of the highest free cash flow yields in the world, many UK blue chips have started to […]

Why the 60/40 model is here to stay

As the global economy recovers from the impact of the Covid-19 pandemic, some investors are questioning the case for a balanced portfolio of stocks and bonds, including the classic 60/40 model – particularly if bonds suffer a period of weakness due to rising inflation and interest-rate expectations.