Tour de France glory for a Welshman gets head of multi-asset investments David Coombs pining for what could have been and also reminds him to be grateful for team players.
Italian politics rattled European bond markets in May and Italian debt markets still haven’t fully recovered their losses. Our chief investment officer, Julian Chillingworth, warns there could be more turmoil to come.
Credit markets are becoming a more dangerous place to gather your cheese, argues Bryn Jones, our head of fixed income. Investors will have to be cautious and dexterous to avoid catastrophe in the coming months.
Trade threats and tech troubles have made investors nervous, but economies around the world remain healthy and relatively vibrant. Our chief investment officer, Julian Chillingworth, says markets are likely to remain rocky, but that should provide opportunities.
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.
The bland commercialisation of Hallowe’en isn’t the only thing David Coombs is dreading: October is typically a terrible month for share markets. Still, our head of multi-asset investments has an instrument creepier than Freddy Krueger to keep the kids and market slumps at bay.
Europe has long been seen as the unloved problem child of developed markets, beset with fiscal problems, threatened by disintegration and unable to escape from chronic underperformance. Now it’s the new favourite. But can Europe justify its new-found popularity and higher valuations?