Chief investment officer Julian Chillingworth reflects on an inauspicious start to China’s New Year. Meanwhile, the UK has quietly left the European Union (EU), but both sides are turning up the volume as negotiations begin over the final settlement.
Big Ben may not be bonging when the UK leaves the EU, but our head of multi-asset investments David Coombs reckons there’s room for some quiet confidence.
After many debates, votes and faff, the UK is just about ready to start leaving the EU. Chief investment officer Julian Chillingworth takes a look at the year ahead and the one just gone.
This election result – a vote for Brexit and against socialism – is just as seismic as the referendum, argues head of multi-asset investments David Coombs. But CEOS can’t relax, capitalism has to change to survive.
Misinformation is rampant ahead of the UK election, as if things weren’t chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result.
Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.
Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness.
New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm.