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.
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.
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.
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