Review of the week: Are labour markets working?
Labour markets are struggling to get to grips with new post-pandemic supply and demand dynamics. Meanwhile, tighter scrutiny is increasing tech companies’ costs of doing business.
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.
Runaway prices are unlikely but the outlook is uncertain
Indicators of a strong post-COVID recovery keep coming out of the US and other major developed economies, but upside data surprises have brought with them concerns of persistent high inflation.
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.
If in doubt, say nowt
Our film buff head of multi-asset investments, David Coombs, still hasn’t given up the dream of making it in show biz. Phase one: a brand new podcast for you to enjoy.
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.