Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK.
As Christmas approaches, US President Donald Trump has played the Grinch to US Federal Reserve Chair Jay Powell’s Santa Claus. Chief investment officer Julian Chillingworth thinks investors are getting too riled about 2019 growth, but their soured mood could linger.
David Coombs tried as hard as he could to buy a suit from the high street, but they just weren’t selling. Our multi-asset investments head worries deep-seated problems are behind poor performance from UK retailers.
In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth.
Will McIntosh-Whyte, assistant manager of our multi-asset funds, finds a few hidden gems while exploring his new digs in zone one. He found another in Wisconsin, USA.
The government has got itself in another tangle over Brexit. Meanwhile, chief investment officer Julian Chillingworth investigates the strange dichotomy that’s driving an ascendant dollar.
Strange behaviour and random events suggest it must be the silly season: David Coombs ponders why the Bank of England has turned hawkish again and whether a second referendum on Brexit might not be out of the question.
Our head of asset allocation strategy Edward Smith concludes this three-part “Oh! Jeremy Corbyn”, taking some final gleanings from Labour’s manifesto on what it might mean for the economy if the Labour leader were to move in to No. 10.
In this first of a series of three blogs on what it might mean for the UK economy and investors if Jeremy Corbyn moved into Number 10, our head of asset allocation research Edward Smith looks back to Francois Mitterrand’s presidency for clues.