Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
Theresa May has had almost as rough a week as our multi-asset funds assistant manager Will McIntosh-Whyte. Recuperating from a stag party, he wishes Brexit was as simple as his friend’s send-off to married life.
Almost two hours late and on his third pair of trousers, our head of multi-asset investments, David Coombs, isn’t in the mood for half-baked equivocations by UK company managers.
Strolling round the south coast on a half-term excursion, head of fixed income Bryn Jones’ kids stumble on a bit of advice for politicians wrangling over Brexit.
Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2019.
From the Caribbean to Costa, multi-asset investments head David Coombs arrived back from holiday in time for another lurch downward for the pound. He explains why currency moves will be crucial to returns in January.