Pep talk…the parallels between football and fund management!

Head of UK equities, Richard Colwell, on trusting in your process, why a valuation and sell discipline is key, and why he loves a 4-4-2

Market Monitor – 23 September 2022

MarketUpdates

Stock markets around the world have extended their September losses as the latest round of interest rate rises appears to have increased the likelihood of a global economic slowdown.

UK equities: winter of discontent?!

Customer paying bill using contactless card machine

Despite the macro headwinds and cost-of-living crisis facing the country, “UK plc” is in better shape than it is given credit for, and as long-term investors we will continue to concentrate on company fundamentals and not just the next six months

Market Monitor – 12 August 2022

MarketUpdates

The possibility that inflation may have peaked in the world’s largest economy provided a major boost to global stock markets this week.

Market Monitor – 5 August 2022

MarketUpdates

Global stock markets have managed to hold on to last week’s gains despite another central bank interest-rate increase, gloomy economic data and growing political tension between the United States and China.

Market Monitor – 29 July 2022

MarketUpdates

Stock markets around the world have enjoyed a largely positive week despite another large interest-rate increase by the US Federal Reserve (Fed) and signs that the American economy may be in a recession.

CIO outlook: market conditions, fixed income and equities, commodities and real assets

Facade of the Bank of England

Our Global CIO on market conditions, fixed income and equities, commodities and real assets

CIO outlook: net zero, asset allocation, corporate profits and the tech sector

Heven energy cereal

Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector

CIO outlook: global markets, Ukraine, recession fears and supply chains

The colors of the Ukrainian and Russian flags on a wall divided by a black crack

Our Global CIO talks global markets, Ukraine, recession fears and supply chains

Market Monitor – 22 July 2022

MarketUpdates

Global stock markets have clawed back some of their recent losses as falls in commodity prices and a resumption of Russian gas supplies to Europe combined to reduce the threat of runaway inflation.