Blog - Investment

Head of fixed income Bryn Jones explains why even the most tenacious equity bulls are starting to acknowledge that the era of ‘there is no alternative’ to stocks is finally done.

Ahead of the largest annual human migration in the world, China has opened the floodgates to economic growth and COVID-19. Multi-asset fund manager Will McIntosh-Whyte hopes the Lunar New Year is a happy and prosperous one, for the Chinese and for the world.

After a pretty questionable effort at predicting 2022, our head of multi-asset investments, David Coombs, dusts himself off and leaps into 2023.

Multi-asset fund manager Will McIntosh-Whyte channels his inner Scrooge as he confronts Christmases Past and Present. Can they provide investors with helpful insights about what’s to come?

Old buildings that fail to keep in heat aren’t just expensive for their residents. They’re also costly for the climate. Head of Equities Sanjiv Tumkur examines some of the innovations seeking to address this challenge.

The implosion of one the largest crypto exchanges will be a massive shock to many holders of digital assets. Head of multi-asset investments David Coombs remembers a reality check of his own from 10 years ago.

Slowing economic growth, high inflation and rising interest rates are weighing heavily on global equity markets. Favouring different equity ‘styles’ is one way to try to protect portfolios. Head of equities Sanjiv Tumkur explains that stocks with strong ‘quality’ characteristics tend to outperform in economic slowdowns. So what defines a ‘quality’ company?

Working the doom-scrolling nightshift sends Rahab Paracha deep into the metaphorical forest on the problem of ‘greenwashing’. Our sustainable multi-asset investment specialist looks at the regulator’s proposed new rules to stamp the practice out among fund managers.

The UK government has shattered against a new generation of bond vigilantes. Halloween came early this year, notes multi-asset fund manager Will McIntosh-Whyte.

Property funds are stinging investors once again because of a run of redemptions. Senior multi-asset investment specialist Craig Brown notes their net asset values are in a happy superposition right up till the point they get measured.

Fashion companies are falling over themselves to show they are improving their questionable sustainability credentials. Yet some of their marketing has got ahead of realities of the shop floor, notes sustainable multi-asset investment specialist Rahab Paracha.

The UK government has given a textbook example of how not to deliver a message. Our multi-asset portfolios fund manager David Coombs picks over the wreckage and finds coherence, but poor execution.