They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
After months cooped up inside, our multi-asset portfolios fund manager Will McIntosh-Whyte headed away for a well-deserved Cornish holiday … where a brace of storms kept him cooped up inside.
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
Toiling in the shadows is the lot of investment managers and analysts, argues our head of multi-asset investments David Coombs. For all the client meetings and webcasts, the most important job is finding quality investments. Which is why he had to travel to sunny California last year…
David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service.
Mario Draghi has effectively turned the money printer on and walked out of the European Central Bank. Chief investment officer Julian Chillingworth takes a look at the state of the Continent.
The honeymoon for US tech giants may be over, but is it time to break up? Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations.
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.