Manpreet Gill

The rally in gold is increasingly spawning a rally in several related assets.

All that glitters is not gold

Stronger-than-expected US economic growth could trigger a rebound in inflation and limit the room for the Fed and other central banks to cut rates.

A sceptic’s guide to 2025: three risks to monitor

Most global investments are still denominated in US dollars, which means at times of volatility, investors withdraw to its safety.

Finding a haven in selected currencies

A cash return threshold of 5% is less difficult to beat today. Most bond yields or income assets already offer yields higher than cash.

Why it is worth your while to look beyond cash

Thinking about risks can be a good complement to a strategy focused on looking for opportunities.

What risks keep us awake? Here are some hedges

Given where we are in the economic cycle, we continue to believe developed market government bonds offer a more attractive reward for the risk assumed relative to cash.

Cash vs bonds: Find hidden gems in high-quality bonds

In today's environment, a case can be made for a greater-than-usual allocation to cash. But there are longer-term drawbacks to cash.
COMMENTARY

Is cash king once again?

The main headwind continues to be the prospect of currency losses in the near term eroding the bond yield as the US dollar continues to strengthen.

Choose your risk

History suggests a continuation of the current slump would be an exceedingly rare event.
COMMENTARY

Are you fighting the last war? ‘Recency’ bias can hurt long-term returns