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The Witt

Deriva do termo escocês “wittin”, que significa conhecimento, informação, inteligência, notícias ou perspicácia.

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Conteúdo mais recente

Descubra análises concisas e baseadas em opiniões sobre a forma como os nossos especialistas encaram o panorama atual dos investimentos.

The polls are broken
The Witt
2 Min Ler

The polls are broken

Front of mind: prediction markets can’t fix opinion polls if they simply copy them

The Witt
3 Min Ler

Tech bubble fears? Follow the cash

My take: US tech is spending big. Asian chipmakers are cashing in

The Witt
3 Min Ler

Spreads are tight. That doesn’t make sterling credit expensive.

Devil’s advocate: sterling credit looks pricey but look beyond those tight spreads.

The Witt
3 Min Ler

Europe’s defence is about far more than weapons

My take: private markets could be the real winners from Europe’s security reset

Autores em destaque

Paolo Tamburrini
Paolo Tamburrini
Equities Investment Specialist, Aberdeen Investments
Ler a biografia
Luke Hickmore
Luke Hickmore
Investment Director, Fixed Income
Ler a biografia
Robert Gilhooly
Robert Gilhooly
Senior Emerging Markets Economist
Ler a biografia

Artigos mais recentes da série The Witt

Abaixo encontrará os artigos mais recentes dos nossos autores na nossa série de liderança de pensamento, The Witt.

The polls are broken
Macroeconomics
The polls are broken

Front of mind: prediction markets can’t fix opinion polls if they simply copy them

2 Min Ler
Tech bubble fears? Follow the cash
Emerging Markets
Tech bubble fears? Follow the cash

My take: US tech is spending big. Asian chipmakers are cashing in

3 Min Ler
Spreads are tight. That doesn’t make sterling credit expensive.
Credit
Spreads are tight. That doesn’t make sterling credit expensive.

Devil’s advocate: sterling credit looks pricey but look beyond those tight spreads.

3 Min Ler
Europe’s defence is about far more than weapons
Private markets
Europe’s defence is about far more than weapons

My take: private markets could be the real winners from Europe’s security reset

3 Min Ler
The market’s blind spot
Active Equities
The market’s blind spot

My take: investors are looking for growth in the wrong places

3 Min Ler
The UK's housing problem isn't a lack of capital
Real Estate
The UK's housing problem isn't a lack of capital

My take: investors want to fund housing. What's stopping them?

3 Min Ler
Investors are too gloomy about Japanese government bonds
Fixed Income
Investors are too gloomy about Japanese government bonds

Devil’s advocate: why the market may be too downbeat on Japanese government bonds

2 Min Ler
In praise of boring
Quantitative Investments
In praise of boring

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

2 Min Ler
Ver tudo

Capacidades em destaque

Credit

Crédito

Combinando uma investigação fundamental rica, uma abordagem bottom-up e conhecimentos especializados para soluções de rendimento fixo

Mais sobre crédito
Real assets

Activos reais

Décadas de experiência a investir em instalações e serviços essenciais, fornecendo soluções reais no mundo real

Mais sobre ativos reais
Specialist equities

Acções especializadas

Descobrir os líderes e inovadores que estão a moldar o futuro através da nossa aposta na qualidade e na investigação fundamental

Mais sobre ações especializadas

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Antes de investir, os investidores devem avaliar cuidadosamente o objetivo de investimento, os riscos, os custos e as despesas de um fundo. Essas informações e outras informações importantes encontram-se no prospeto e no documento de informações fundamentais destinadas aos investidores (KIID).