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.
In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth.
The government has got itself in another tangle over Brexit. Meanwhile, chief investment officer Julian Chillingworth investigates the strange dichotomy that’s driving an ascendant dollar.
Strange behaviour and random events suggest it must be the silly season: David Coombs ponders why the Bank of England has turned hawkish again and whether a second referendum on Brexit might not be out of the question.
Could a rejuvenated commonwealth be the basis for a wider post-Brexit trading bloc? It would need strong, far-sighted leaders to bring it about, argues head of multi-asset investments David Coombs.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2018.
Currencies bounced around last month as investors debated the strength of the UK’s Brexit negotiating position, whether the Federal Reserve (Fed) will slow its rate hikes, and if the European Central Bank will soon cut the number of bonds it buys each month as part of its quantitative easing programme.