Meet the new boss; same challenges as the old boss
What would a Martian think of the Brexit argument – or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK.
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
Uncertainty surrounding Brexit is likely to continue for some time. We want to cut through the fog, and consider the broader state of the nation’s economy.
Theresa May has had almost as rough a week as our multi-asset funds assistant manager Will McIntosh-Whyte. Recuperating from a stag party, he wishes Brexit was as simple as his friend’s send-off to married life.
Almost two hours late and on his third pair of trousers, our head of multi-asset investments, David Coombs, isn’t in the mood for half-baked equivocations by UK company managers.
Strolling round the south coast on a half-term excursion, head of fixed income Bryn Jones’ kids stumble on a bit of advice for politicians wrangling over Brexit.
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.