Our asset allocation strategy team considers whether the field of outperforming stocks is narrowing, and comes to an unexpected conclusion worth considering when advising your clients on investments.
US bond yields continue to rise steadily, while the Bank of England equivocates in the face of high inflation and poor growth. Our chief investment officer, Julian Chillingworth, celebrates strong US earnings, but notes tariffs cast a pall over the future.
Obliging people’s vanity is a good investment strategy argues multi-asset assistant fund manager Will McIntosh-Whyte. But beware of fickle fashion.
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.
After a rocky start markets have since settled, but possibly not for long. Our chief investment officer, Julian Chillingworth, looks ahead.
This has been one of the most begrudged share market rallies in modern times. Our chief investment officer, Julian Chillingworth, explains why political deadlock may help it continue.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2018.
If you’re paying more than double the going rate for branded batteries, what else are you overpaying for? Head of multi-asset investments David Coombs asks: how long will those brands last before people realise and ditch them in droves?