Stretching subscriptions
Subscription-driven cash flows have been the gold standard for many industries for decades now. Senior multi-asset investment specialist Craig Brown takes pause at coffee-as-a-service.
Spicy stocks and birthday treats
Punchy valuations for high-growth stocks are at risk of getting upended by any rise in bond yields. Our head of multi-asset investments, David Coombs, explains why he’s building up his cash.
China’s challenging consumer
Only comedians can insult their customers, notes head of multi-asset investments David Coombs. If change needs to come, stewards usually get better results.
Lego, bricks & mortar
Kids’ building blocks and workplaces both offer a chance to learn. Senior multi-asset investment specialist Craig Brown makes a case for the office while tripping over his son’s toys.
Recovery rolls on, belying rocky times
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
Is China going local?
In case anyone forgot that China was supposed to be communist, the world’s largest market dropped a hammer on its technology and education sectors. David Coombs, our head of multi-asset investments, reviews his Chinese exposure.
Minority sports?
Head of fixed income Bryn Jones explains why the Olympics gives him a taste for minority sports and what it takes to win a wider fan base.
Without good governance, ‘ESG’ falls apart
Responsible investing and capitalism itself are doomed to fail without good corporate governance, argues stewardship director Matt Crossman. It’s the artful science of ensuring company managers are in step with other stakeholders’ interests.
Supermarket sweep
Braving the commute for the first time in almost 18 months, David Coombs, our head of multi-asset investments, makes his radio cross-over debut.