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As we embrace the transition into summer months, the perennial question resurfaces: Is it time to "Sell in May and Go Away"? Our Head of Research, Ernst Knacke delves into this age-old strategy in his latest article published by @RankioPro. #Investing rankiapro.com/en/insights/se…

In this week’s podcast, Neil Williams, founder of LeifBridge, and Ernst Knacke, our Head of Research, discuss our monthly Global Investment Committee (GIC), the potential forces behind the #StickyInflation, and how this impact investors. Listen below 👇🏼 leifbridge.com/podcast/monthl…

Our Head of Investment Research, Ernst Knacke, shares his thoughts on investing in Gold and Natural Resources In PA Adviser's latest “Sector In Review”, by Adam Lewis. #Gold #commodities #investing adv.portfolio-adviser.com/sector-in-revi…

In this week's podcast, the team discuss 'The Investment Opportunity in Healthcare". Listen in on the conversation below 👇🏼 #healthcare #biotech #financepodcast leifbridge.com/podcast/the-in…

In our latest edition of the Monthly Review, alongside our usual asset class assessment, we briefly discuss one of our most exciting, long term thematic opportunities: #Healthcare and #LifeSciences. Read the full article below: leifbridge.com/monthly-review…

In this week's podcast, we discuss the global economic conditions, plus the influence of current political events on markets. Listen in on the conversation below 👇🏼 #politics #macroeconomics #investmentmanagement leifbridge.com/podcast/monthl…

In an article published by ETF Stream titled: “‘Here to stay’: A breakdown of Europe’s active ETF market”, our Head of Research, Ernst Knacke highlights the strategic value of short-duration active fixed income #ETFs vs active equity ETFs. Read below 👇🏼 etfstream.com/articles/here-…

In the latest podcast, the hosts take a fun and creative approach by discussing Julian Wheeler's #FantasyFootball team composed of #USstocks. Listen below: #USequities #marketstrategies #Euros2024 leifbridge.com/podcast/buildi…

In our latest Monthly Review, alongside our usual asset class assessment, we define and layout our vision of the #FiscalAge, a new era we entered during the pandemic, dominated by fiscal policy, government spending and debt monetisation. Read below 👇🏼 leifbridge.com/monthly-review…

In this week's podcast, the team build a European team of #stocks in light of the #UEFAEURO2024 championships. Tune in below 👇🏼 leifbridge.com/podcast/the-eu…

In our latest Quarterly Insights article, we revisit some of the key drivers of #inflation, #EconomicGrowth and #liquidity, and how these have been impacted by policy decisions and market forces in recent years. Available below 👇🏼 leifbridge.com/quarterly/quar…

As the #EURO2024 final approaches, we’ve created a football team composed of our favourite #funds, each representing a specific player position and boasting a sustainable competitive advantage. Read our selection below 👇🏼 shardcapital.com/wp-content/upl…

In our latest #podcast, we form an Elite 11 team where each #investment #fund is likened to a football position. Listen below 👇🏼 #EURO2024 leifbridge.com/podcast/the-el…

Our Head of Investment Research, Ernst Knacke , has launched his first monthly column in @PortfolioAdviser, titled “Health is Wealth”. Read below 👇🏼 markallen.mydigitalpublication.co.uk/publication/?m… #healthcare

In this week's podcast, the team discuss the impact of #PoliticalEvents on #StockMarkets, and debate whether political uncertainties should be a focus for #investors. Listen below 👇🏼 leifbridge.com/podcast/do-pol…

In our latest Monthly Review, alongside our usual asset class assessment, we discuss the concept of #PoliticalAlpha - the excess return an investor can generate by predicting and capitalising on political and regulatory changes. Read below 👇🏼 leifbridge.com/monthly-review…

In a recent article by FT Adviser, our Head of Investment Research, Ernst Knacke comments on whether equal weight #indices are the solution to US concentration risks, among other industry professionals. Read below👇🏼 #sp500 #investmentmanagement ftadviser.com/asset-allocato…

In a recent article by interactive investor (ii), titled “Nine funds for high income and top total returns”, our Head of Investment Research, Ernst Knacke shares his top #HighYield #bond pick and explains why he believes it’s a solid investment. Read the article below 👇🏼 ii.co.uk/analysis-comme…

In our latest podcast, Stewart Abrahart and Ernst Knacke explore the current economic shifts seen across the globe by reviewing #inflation, #deflation and giving their #marketoutlook. Listen in on the conversation below 👇🏼 leifbridge.com/podcast/unders…

Our Head of Investment Research, Ernst Knacke provides his comments and insights to an article titled “The perfect funds to pair for a bull/bear strategy in Asia” by Trustnet. Read the article below 👇🏼 #AsiaInvesting #EquityStrategy #MarketInsights trustnet.com/news/13422241/…