The UK government has shattered against a new generation of bond vigilantes. Halloween came early this year, notes multi-asset fund manager Will McIntosh-Whyte.
Property funds are stinging investors once again because of a run of redemptions. Senior multi-asset investment specialist Craig Brown notes their net asset values are in a happy superposition right up till the point they get measured.
Fashion companies are falling over themselves to show they are improving their questionable sustainability credentials. Yet some of their marketing has got ahead of realities of the shop floor, notes sustainable multi-asset investment specialist Rahab Paracha.
The UK government has given a textbook example of how not to deliver a message. Our multi-asset portfolios fund manager David Coombs picks over the wreckage and finds coherence, but poor execution.
The world has fundamentally changed, argues Rathbone Income Fund co-manager Carl Stick. Higher interest rates and higher inflation mean that cash earned today rather than tomorrow has become much more valuable.
London has been extremely busy in a sun-drenched summer, yet a difficult winter looms. Sustainable multi-asset investment specialist Rahab Paracha asks whether luxury brands are a counterintuitive way to invest defensively in a recession.
With a tough winter approaching, our head of multi-asset investments David Coombs has dusted off the barbell. All the exercise has made him chirpier than usual.
After a hard day’s night investing clients’ cash, our head of multi-asset investments David Coombs has neglected his own savings. Yet given the Bank of England’s tough stance, are there now savings rates worth shouting about?
If you have to ask what’s going on, you’re too old. Lucky for you, our sustainable multi-asset investment specialist Rahab Paracha is (almost) young enough to get down with the kids.