The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.
Lockdown was much different back in the 1970s – we didn’t even know we were in lockdown. Our head of fixed income Bryn Jones thinks we’ve come a long way over his lifetime.
A DIY COVID-19 antibody test takes a lot out of our multi-asset portfolios fund manager Will McIntosh-Whyte. Cleaning up the mess, he’s reminded of why becoming an armchair expert is dangerous for investors.
A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up of COVID-19.
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.
After one month of lockdown, multi-asset investment specialist Craig Brown’s hair was unkempt. After two months, it was totally out of control. It’s time for self-help.
Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.
Lack of live football has our head of fixed income, Bryn Jones, looking back over past classics. That got him thinking about an old theory of monetary policy that may now be outmoded.