Filters
Who’d be a pollster?
Last Updated: May 15, 2025
The US election is coming down to the wire, with President Donald Trump prematurely claiming victory as votes are still being counted feverishly all over the country. Of all the years, head of multi-asset investments David Coombs laments, this one could have done with an early, decisive result.
Insomnia in the trenches
Last Updated: May 15, 2025
The shock of the pandemic has made many businesses question how and why they do things. You shouldn’t underestimate how valuable these re-evaluations are, argues head of multi-asset investments David Coombs. Or underestimate the changes they could have on the future.
MiFID II and the implications for ESG investing
Last Updated: May 15, 2025
In June 2020, rating agency Morningstar reported that global investments in environmental, social and governance (ESG) funds had reached a record high of $1.06 trillion, with capital inflows into sustainable funds up 72% in the second quarter alone.
Spread your wings and fly away
Last Updated: May 15, 2025
With vaccines in the offing, many investors argue that inflation is just around the corner. Fill your boots with airlines, they say. Yet our head of multi-asset investments David Coombs has had his head in the 1970s lately, and it’s helped him spot a flaw in the plan.
A ‘brand’ new world
Last Updated: May 15, 2025
Head of equity research, Sanjiv Tumkur, considers how a new generation of consumers are leading long-established brands - the bedrock of portfolios around the world - to adapt a more sustainable approach and help shape a ‘brand’ new world.
2021: the year ahead. Maybe?
Last Updated: September 30, 2025
Well, 2020 didn’t go the way we all expected. Our head of multi-asset investments, David Coombs, has tossed out his old fortune-telling teacup and reached for the magic 8-ball this year.
Bitcoin: bearer bonds for the 21st century
Last Updated: February 4, 2026
A lockdown-induced Christmas TV binge didn’t extend quite as far the Wizard of Oz for our head of multi-asset investments, David Coombs. But “the Great and Terrible” did come up in a conversation about bitcoin.
Recovery’s winners and losers
Last Updated: September 30, 2025
As investors look ahead to a time when the pandemic will be over, Ed Smith and Sanjiv Tumkur, our respective heads of asset allocation and equity research, question whether equity markets are in the midst of a great rotation from ‘growth’ to ‘value’.
Will the dollar lose its perch?
Last Updated: May 15, 2025
As you may have seen in your clients’ portfolios, the US dollar has been tottering a little lately. Head of asset allocation research, Ed Smith, asks if this is a short-term wobble or whether the dollar may lose its perch after decades of dominance?
China: will it be a bullish Year of the Ox?
Last Updated: May 15, 2025
As China celebrates the Year of the Ox, our head of asset allocation research Edward Smith considers the health of the world’s second-largest economy – and the resulting implications for global trade and financial markets.
Fun and GameStop in the bedroom
Last Updated: September 30, 2025
It looks like we’ll all be staying in this Valentine’s Day. But multi-asset fund manager Will McIntosh-Whyte is looking forward to some quality time away from the screens.
Eating for two?
Last Updated: September 30, 2025
We’re all craving the end of lockdown and a bit of freedom. But Craig Brown, our multi-asset investment specialist, wonders just how many of us will be in the position to spend up large.