Critical intelligence on asset allocation and implementation across asset classes
Explore the latest gold price trends, inflation and Fed rate expectations, plus our outlook for gold and how an allocation might help with portfolio diversification.
Themes, outlook, and investment implications across global fixed income markets.
Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures.
Long-term bond yields remain near multi-year highs across developed markets, while volatility stays elevated. Inflation, policy uncertainty and geopolitical tensions call for flexible fixed-income...
Learn how asset-backed finance (ABF) differs from corporate credit, the dimensions that shape an allocation, and the roles ABF can play.
From the role of bonds in balanced portfolios to the companies shaping emerging markets, this Upfront episode explores where Baillie Gifford investors are seeking long-term growth in an ever-shifti...
In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines how perception is shaping market outcomes across asset classes. We explore why oil remains near $100 des...
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