As concerns about Omicron’s capacity to derail economic recovery have eased. investors have begun to position themselves for rising interest rates. Markets have had a volatile start to the year, but we don’t see bear territory ahead.
You’d think that two years of pandemic-induced uncertainty would persuade David Coombs to stop trying to predict the future, yet here we are. Our head of multi-assets gives his lucky dice another blow…
The battle between personal freedom and governmental control is extremely important for economic performance, argues David Coombs, our head of multi-asset investments. It affects consumption, inflation, the currency and investment.
A worrying new strain of COVID-19 has rattled investor confidence, while further complicating the unusually broad spread of paths for inflation and interest rates. But the economic recovery remains resilient.
The ocean makes up 70% of our planet’s surface, yet it gets nowhere near the attention it deserves. Our sustainable multi-asset investment specialist, Rahab Paracha, looks at the next frontier of sustainable action.
COP26 has produced a lot of hot air, argues our head of multi-asset investments David Coombs, and that’s half the climate problem facing the world. The other half is empty gestures and a lack of action.
The eyes of the world are watching the COP26 global climate summit in Glasgow. As the parties begin their deliberations this week in Glasgow, Matt Crossman concludes this two-part series by laying out what needs to happen.
Scaredy-cat David Coombs, our head of multi-asset investments, explains why assets with overly reverent devotees give him the creeps.