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A dog’s not just for lockdown
Last Updated: September 30, 2025
Credit markets have been a crazy place for the past couple of months. But our head of fixed income, Bryn Jones, has got a new friend to keep him (halfway) sane.
Fallen angels
Last Updated: September 30, 2025
‘Fallen angels’ of the bond world are getting a better reception than the disgraced seraphim in Paradise Lost. Pondering the power of the Fed, our head of fixed income Bryn Jones is reminded of John Milton’s epic poem.
Responsible recession
Last Updated: September 30, 2025
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
Have a little faith
Last Updated: September 30, 2025
Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.
The horror of anomalies
Last Updated: September 30, 2025
Some companies are starting to let wishful thinking take over their reporting. Head of fixed income Bryn Jones takes a dim view of EBITDAC.
Safety first
Last Updated: September 30, 2025
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.
Curve goes down, curve goes up
Last Updated: September 30, 2025
A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up of COVID-19.
How technology can improve air quality
Last Updated: September 30, 2025
When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a business’s immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.
Running hot on climate change
Last Updated: September 30, 2025
The thermometers are popping all over the country, so our mad head of fixed income decides to do a marathon. Bryn Jones takes action on climate change and assesses the US.
Time to shape up
Last Updated: September 30, 2025
After months of selfie cuts and ad hoc trims, investment specialist Craig Brown’s hair is in chronic need of expert help. As businesses come out of the other side of lockdown, they’re likely to be in a similar situation.
The great property shakeout
Last Updated: September 30, 2025
COVID may be about to rock the property world to its foundations. Such dislocations tend to create opportunities for investors, notes head of multi-asset investments David Coombs, but they don’t come without risk.
Destructive capitalism
Last Updated: September 30, 2025
The pandemic has radically changed how we work. That makes propping up struggling companies a dangerous pastime for the government, argues our head of multi-asset investments David Coombs.