UK: Suitable for professional clients.
Welcome to the Cirilium blog
Our Cirilium investment team share their thoughts on recent events and market trends, and what it means for you and your clients.
Since its launch in 2008 the Cirilium portfolio range has weathered a range of events from the global financial crisis to Brexit to coronavirus.
As we continue to experience unexpected events and market volatility, the team behind Cirilium feel that sharing their views on a regular basis will help improve understanding of what is happening in markets and provide reassurance to you and your clients that the long-term active nature of our strategy will continue unaffected.
Summer of love...
As Paul Craig and Hinesh Patel observe, Britain seems to be bursting at the seams with pent-up demand from people who are desperate to start shopping again or socialising again, or both. This makes it the ideal time to examine how markets are currently pricing the outlook for inflation, interest rates and corporate bond yields.
Beam me up: “warp speed for bond markets…”
Jenna Barnard co-head of strategic fixed income at Janus Henderson Investors joins Paul Craig and Hinesh Patel to explain why investors should disregard the current narrative when it comes to the economic cycle.