Market Commentary
Cash, Bonds and Beyond
This blog explores the reasons why long-term passive investors may prefer to hold bonds over cash in their portfolio, despite the high rates currently on offer through cash savings accounts.
U.S. Credit Rating Downgraded: Fitch AA+
This blog post covers the announcement made by Fitch Ratings on August 1st regarding the downgrade of the U.S. debt rating from AAA to AA+, the reasons behind the downgrade, and the benefits of maintaining a higher credit rating.
ebi hits £2 billion AUM!
We’re delighted to hit this milestone, having doubled our AUM in just over 2.5 years, making ebi one of the fastest growing DFMs in the country!
The Battle of Inflation: Inflation Linked Bonds
Inflation is one of the most detrimental forces facing investors as it erodes the real returns of your investment. Inflation linked bonds can be used to eliminate the risk of inflation, however recent performance in bond markets, coupled with interest and inflation rate expectations, have led to investors questioning their added benefit within a portfolio.
Liquefied Natural Gas – Too little too late?
As the world moves towards net zero carbon emissions and renewable energy sources, liquefied natural gas (LNG) may be the ‘clean’ fossil fuel that’s best placed to help us transition to a carbon-free future.
How does a depreciating Pound Sterling affect UK-based investors?
My latest blog discusses the market implications of a falling Pound Sterling relative to the US Dollar and how this affects UK-based investors. Both the benefits and drawbacks of this particular exchange rate movement are discussed as well as the effect it has on equity and fixed-income markets. This piece also highlights ebi’s stance on hedging currency risk.
Home Bias vs Global Diversification
This blog looks at why investors may prefer gaining greater exposure to assets listed in their home country as opposed to overseas. It looks at the causes and possible effects of taking this investment approach.
Presenting the case for passively managed emerging market equity funds
This blog discusses the benefits of implementing and staying true to investing passively in emerging market equity. Both empirical evidence and key factors such as fee disparities, holding periods, and fund manager skill level are compared for emerging market equity strategies that use an active approach and passive fixed-income approach. The blog ends by stating ebi’s position on emerging market equity and their beliefs.