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.
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Blog - Multi-asset
The latest news and views from our professional adviser blog
4 mins
The silence is deafening
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.
4 mins
Sounds of the 70s
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.
7 mins
New Year, New Me
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.
5 mins
Don’t call it a comeback
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.
4 mins
Dawn of the dread
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.
3 mins
Demanding supply chains
Reopening economies have strained global networks of distribution and upended labour markets. Silver linings though: it’s saved our head of multi-asset investments David Coombs £85.
4 mins
No-frills financial services
Freshly double-jabbed, head of multi-asset investments David Coombs ventures out in search of rock loaf. He finds finance is changing quickly, which is important for how the industry makes its own bread.
4 mins
Time to buckle up
New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm.
2 mins
No-deal panic in Purton
As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity.
3 mins
Negative interest rates: a ’70s rerun?
Are we entering another era of stagflation? As Swiss banks start to bill their rich depositors, maybe we’re already there, notes our head of multi-asset investments, David Coombs.
3 mins
10 years ago, I dreamed a dream
They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.