Our head of asset allocation Edward Smith notes that Donald Trump has always played the pugnacious attack dog of the anti-trade movement, so his escalating tariff threats shouldn’t come as a surprise. But we’ll be keeping an eye on mounting global trade tensions.
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.
It’s been a rough few days for European bond markets after a resurgence of political disorder on the Continent. However, our head of asset allocation research, Edward Smith, argues that we are still a far cry from the dark days of the 2011 eurozone debt crisis.
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.
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.
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.
In the second of our three-part “Oh! Jeremy Corbyn” series, looking at the potential economic consequences should the Labour move into No. 10, our head of asset allocation strategy Edward Smith discusses what we can glean from Labour’s manifesto.
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.
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