INSIGHTS

Investors are looking for consistent cash flow, mitigation against the risk of loss, and greater predictability and stability — often with tax efficiency in mind.

To be successful in the long run, buffer and bucketing structures used in UK retirement income portfolios need to be astutely implemented.

Buffer and bucketing strategies are popular in UK retirement income portfolios. They are intuitive, easy to explain and can give clients confidence during volatile markets.

Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.

AI investment enthusiasm is rising, but returns will vary widely. Long-term value is more likely where practical, commercially viable use cases are already beginning to emerge, says Walter Scott’s George Dent.

Semiconductor sector volatility remains high as investors weigh surging memory growth against questions over durability and valuation. Walter Scott’s Murdo MacLean breaks down what’s going on.

Walter Scott’s John Rae assesses outsourced drugs manufacturer Lonza’s role in the healthcare ecosystem.

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.

The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.