Investment team updates – Bullet points 11 June
Our investment team provide their weekly snapshot of market events.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
In Credit Weekly Snapshot – May 2021
Our fixed income team provide their weekly snapshot of market events.
Investment team updates – Bullet points 21 May
Our investment team provide their weekly snapshot of market events.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Fixed income: year-to-date performance summary
As we reach the mid-point of Q2 2021 it seems a good time to sum up fixed income markets year-to-date.
Investment team updates – Bullet points 7 May
Our investment team provide their weekly snapshot of market events.
Banks go from pariah to protected species
The unprecedented fiscal response to the Covid-19 pandemic, combined with concerted action by global central banks, ensured the banking sector kept vital credit flowing to the wider economy. Now, while the cost of risk is falling, the outlook for banks globally is mixed
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Investment team updates – Bullet points 30 April
Our investment team provide their weekly snapshot of market events.
