Blog - Economy

Mario Draghi has effectively turned the money printer on and walked out of the European Central Bank. Chief investment officer Julian Chillingworth takes a look at the state of the Continent.

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.

It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way.

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.

Are we entering another era of stagflation? As Swiss banks start to bill their rich depositors, maybe we’re already there, notes our head of multi-asset investments, David Coombs.

So much emphasis on ensuring people don’t take on too much investment risk could be creating a different problem, argues David Coombs, our head of multi-asset investments. Case study: dear old dad.

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.

The honeymoon for US tech giants may be over, but is it time to break up? Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations.

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.

Will McIntosh-Whyte reflects on the risky business of managing multi-asset funds, and why you should always remember the Green Cross Code.

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.

Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.