Glamping in the Gower: old media fights back
Being targeted for over-50s adverts is stinging the pride of David Coombs, our head of multi-asset investments. But he thinks it could be the secret to a revival in the fortunes of quality broadcasters.
Silly season
Strange behaviour and random events suggest it must be the silly season: David Coombs ponders why the Bank of England has turned hawkish again and whether a second referendum on Brexit might not be out of the question.
Biting the hand that feeds the consumer
Our head of asset allocation Edward Smith notes that Donald Trump has always played the pugnacious attack dog of the anti-trade movement, so his escalating tariff threats shouldn’t come as a surprise. But we’ll be keeping an eye on mounting global trade tensions.
Roads? Where we’re going, we don’t need roads
Never mind the gloom, the US is booming right now, argues David Coombs. Fresh from a jam-packed trip across the Atlantic, our bleary-eyed head of multi-asset investments thinks the infrastructure is a bit of a throw-back, but there’s a definite buzz in the air.
Eurozone debt crisis part II?
It’s been a rough few days for European bond markets after a resurgence of political disorder on the Continent. However, our head of asset allocation research, Edward Smith, argues that we are still a far cry from the dark days of the 2011 eurozone debt crisis.
Tom and Jerry days
Credit markets are becoming a more dangerous place to gather your cheese, argues Bryn Jones, our head of fixed income. Investors will have to be cautious and dexterous to avoid catastrophe in the coming months.
Oh! Jeremy Corbyn: a case of straws and camels’ backs
Our head of asset allocation strategy Edward Smith concludes this three-part “Oh! Jeremy Corbyn”, taking some final gleanings from Labour’s manifesto on what it might mean for the economy if the Labour leader were to move in to No. 10.
Homo economicus
US bond yields continue to rise steadily, while the Bank of England equivocates in the face of high inflation and poor growth. Our chief investment officer, Julian Chillingworth, celebrates strong US earnings, but notes tariffs cast a pall over the future.
Oh! Jeremy Corbyn: in search of a hard-left precedent
In this first of a series of three blogs on what it might mean for the UK economy and investors if Jeremy Corbyn moved into Number 10, our head of asset allocation research Edward Smith looks back to Francois Mitterrand’s presidency for clues.