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19
Sep
Should gilt investors fear the UK government’s burgeoning debt?
Should bond holders be worried that the UK Government’s debt has ballooned since 1997? Gary Reynolds, Courtiers Chief Investment Officer, is here to discuss whether debt to GDP has any relationship to bond pricing, and how government debt and household savings are two sides of the same coin.
19
Aug
It’s time to look at long-dated bonds
Gary Reynolds, Chief Investment Officer at Courtiers, has long favoured equities. However, with shifting interest rates, inflation fears, and rising government debt, he’s explored why gilts may deserve review. Discover why bonds could support your portfolio, even if you love equity, in our latest research paper.
24
Jun
Protecting Your Wealth
Gary Reynolds discusses how Courtiers is navigating global markets with a focus on long-term fundamentals. From interest rate normalisation to undervalued infrastructure assets, our strategies are designed to protect and grow client wealth. Understand how we cut through noise to deliver real value.
19
May
Aux armes, citoyens! – Can a resurgent defence sector rescue Europe?
Hampered by Germany’s Debt Break, Europe should be looking to drastically up its defence budget, argues Chief Investment Officer, Gary Reynolds. With a focus on manufacturing and increasing European GDP, what does this mean for investing in Europe markets?
14
Apr
A property-mogul president should care about interest rates
We look back over last week, charting how the market reacted to Trump’s ‘Liberation Day’ tariffs and then the 90-day reprieve on most of these ‘reciprocal’ tariffs a few days later. Written 11 days after the 'Liberation Day' revelations, Gary Reynolds voices how we all feel it’s been a lot longer and explains how Courtiers have moved away from US large-cap exposure.
07
Apr
Understanding Trump’s Tariffs and The Art of The Deal
Gary Reynolds digs into President Trump’s rationale for his trade deals, what Trump thinks a deal is versus what an economist recognises as a deal, and how Wall Street is reacting to a President who is doing exactly what he said he would do if he was elected.
04
Apr
Avoiding the worst and building nations
Following up on our previous article around the US’ ‘Liberation Day’ tariffs and how the markets responded to them, Gary Reynolds, Chief Investment Officer, looks closer at how Courtiers funds are affected and considers how Trump’s tariffs may be “Making Europe Great Again”.
