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.
As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity.
A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.
What would a Martian think of the Brexit argument – or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK.
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.