Head of International Portfolio Management, Shaun McDade, discusses the strength of the fourth quarter of 2019 and whether this is likely to continue into the new year.
UK Fund Manager, Peter Geikie-Cobb, looks at the likelihood of a rate cut in the UK, the US/China trade war resolutions and the outlook for global growth in 2020.
Shaun McDade, Head of International Portfolio Management, reflects on the final quarter of 2019, discussing the key influences and their impact on asset classes.
Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management, reflects on the third quarter of 2019 in this report and discusses key influences on markets.
Director & UK Fund Manager, Peter Geikie-Cobb offers his views on some of the larger issues across the macro-economic landscape including Brexit, Trump and monetary policy.
Andy Pfaff, Head of Commodities, considers the impact of information technology on financial services.