Blog - Multi-asset

Fantastical blockbusters like House of the Dragon aren’t for our head of multi-asset investments David Coombs. For him, nothing beats a gritty realistic drama. Besides, you can’t dream up anything crazier than real life in the year 2025.

Sharp falls in US stocks seemed to quieten the President a little. Yet, with ‘Liberation Day’ approaching, multi-asset equity analyst Emma Letheren notes that companies’ ability to pass on higher costs is about to be tested.

The 1970s is a good time to be nostalgic about, says head of multi-asset investments David Coombs. But you don’t want to relive it: the reality wasn’t as fun as the legendary music would have you believe.

There’s nothing more irrational and banal than a new year refresh. But we all instinctively do it, so head of multi-asset investments David Coombs took the time to review the prospects for AI and healthcare.

Our head of multi-asset investments, David Coombs, makes a bad Nostradamus. Lucky he’s a fund manager! Here are his predictions for markets in the year ahead. Spoiler alert: he’s usually wrong. But it’s all about the direction of travel…

Donald Trump winning a second term means a return to the volatility and shenanigans of yesterday. But America is bigger and more powerful than one man, argues multi-asset portfolios fund manager Will McIntosh-Whyte.

Head of multi-asset investments, David Coombs, got the heebie-jeebies ahead of this Halloween-week Budget. He explains why he’s still uneasy now he’s heard it.

A flurry of new UK government spending raises concerns that Labour will return to its tax and spend habits. Multi-Asset Portfolios Fund Manager David Coombs mulls whether current trends will put interest rate cuts on pause.

Former President Donald Trump is the odds-on favourite to win the US election in November, despite the Democrats’ decision to bring on a last-minute substitute. Flashbacks to the bad old days of the pandemic help Multi-Asset Fund Manager David Coombs remember the playbook of dealing with him.

Multi-asset fund manager David Coombs channels some empathy for Gareth Southgate, as he looks to put together a portfolio that can achieve optimal performance over the long haul, but may look out of touch during periods when market momentum is against you.

Since joining our Multi-Asset Team earlier this year as a fixed income analyst, Sally Hoang has really enjoyed the cross-asset lens that’s used when analysing investments. Combined with her background as a pharmacist, it helps her understand the potential for AI in healthcare.

Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet multi-asset portfolios fund manager David Coombs explains why he’s holding on tight.