The latest news and views from our professional adviser blog
The tempest
Italian politics rattled European bond markets in May and Italian debt markets still haven’t fully recovered their losses. Our chief investment officer, Julian Chillingworth, warns there could be more turmoil to come.
Roads? Where we’re going, we don’t need roads
Never mind the gloom, the US is booming right now, argues David Coombs. Fresh from a jam-packed trip across the Atlantic, our bleary-eyed head of multi-asset investments thinks the infrastructure is a bit of a throw-back, but there’s a definite buzz in the air.
Eurozone debt crisis part II?
It’s been a rough few days for European bond markets after a resurgence of political disorder on the Continent. However, our head of asset allocation research, Edward Smith, argues that we are still a far cry from the dark days of the 2011 eurozone debt crisis.
Tom and Jerry days
Credit markets are becoming a more dangerous place to gather your cheese, argues Bryn Jones, our head of fixed income. Investors will have to be cautious and dexterous to avoid catastrophe in the coming months.
Oh! Jeremy Corbyn: a case of straws and camels’ backs
Our head of asset allocation strategy Edward Smith concludes this three-part “Oh! Jeremy Corbyn”, taking some final gleanings from Labour’s manifesto on what it might mean for the economy if the Labour leader were to move in to No. 10.
Homo economicus
US bond yields continue to rise steadily, while the Bank of England equivocates in the face of high inflation and poor growth. Our chief investment officer, Julian Chillingworth, celebrates strong US earnings, but notes tariffs cast a pall over the future.
Oh! Jeremy Corbyn: Labour’s manifesto - Bolshevik or bluster?
In the second of our three-part “Oh! Jeremy Corbyn” series, looking at the potential economic consequences should the Labour move into No. 10, our head of asset allocation strategy Edward Smith discusses what we can glean from Labour’s manifesto.
Oh! Jeremy Corbyn: in search of a hard-left precedent
In this first of a series of three blogs on what it might mean for the UK economy and investors if Jeremy Corbyn moved into Number 10, our head of asset allocation research Edward Smith looks back to Francois Mitterrand’s presidency for clues.
Tariff tangle
Trade threats and tech troubles have made investors nervous, but economies around the world remain healthy and relatively vibrant. Our chief investment officer, Julian Chillingworth, says markets are likely to remain rocky, but that should provide opportunities.
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