Filters
Rolling with the devil
Last Updated: September 30, 2025
Whether rolling cheese down a hill, braving the chaos of a Spanish fiesta or investing in the stock market, you should always take precautions, argues Will McIntosh-Whyte, assistant manager of our multi-asset funds.
UK financials – back from the brink
Last Updated: September 30, 2025
Ten years on from the nationalisation of virtually the whole UK banking sector, it’s now a much safer place to invest. Banks may not be the racy investments they were pre-crisis, but David Coombs, our head of multi-asset investments, explains why boring may be good when it comes to banks.
Cheaper bonds mean cheaper stocks
Last Updated: September 30, 2025
A hefty jump in US Treasury yields seems the most likely reason for October’s abrupt sell-off. But chief investment officer Julian Chillingworth finds it hard to believe the US economy is about to keel over, given recent data, and believes equities – while volatile – should remain the place to be for the foreseeable future.
Five things to consider on Boxing Day
Last Updated: September 30, 2025
As you tuck into some left-over turkey on Boxing Day, desperate to keep the conversation from drifting to Brexit, here’s our suggestion for five things to consider that we hope will help you and your loved ones have many prosperous new years to come.
Sterling – where do we go from here?
Last Updated: May 15, 2025
From the Caribbean to Costa, multi-asset investments head David Coombs arrived back from holiday in time for another lurch downward for the pound. He explains why currency moves will be crucial to returns in January.
2019: the year ahead. Maybe?
Last Updated: September 30, 2025
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2019.
Don’t let 10% letters blow you off course
Last Updated: September 30, 2025
It was a brutal year filled with ups and a whole lot of downs. Multi-asset portfolio funds manager David Coombs explains how the team is facing 2019.
Losing control
Last Updated: September 30, 2025
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.
Ditch the models, on the road
Last Updated: September 30, 2025
In the first of his dispatches from the regions, our head of multi-asset investments, David Coombs, explains why he looks forward to the banter with IFAs. He also shares some of the pain that goes into getting out to see them.
Wrestling with hedges
Last Updated: September 30, 2025
After weeks of touring both the UK and the Continent to set out his team’s thinking for the year ahead, David Coombs has ended his journeys with a bang. Find out why our head of multi-asset investments was weirdly comforted to find himself in a hedge a few hundred metres from the M4.
Year of the pig – the capitalist pig
Last Updated: September 30, 2025
In this new Year of the Pig, head of multi asset investments David Coombs celebrates the entrepreneurial spirit spreading across China and concludes that, despite communist roots, it may actually be doing capitalism better than the capitalists.
Heart of cold
Last Updated: September 30, 2025
This Valentine’s Day our star-crossed multi-asset funds assistant manager, Will McIntosh-Whyte, re-examines a stock that threatens to 'be the one'.