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.
Head of International Portfolio Management, Shaun McDade looks back over an eventful 3rd quarter and discusses how the array of macro events affected markets.
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.
Quarterly Commentary – Q2, 2019 – Blair Campbell of MitonOptimal Portfolio Management in Guernsey discusses the 2019-Q2 markets and portfolio performance and the quarter ahead.
Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management, looks back over the second quarter of 2019 and the key influences on markets.
Portfolio Manager, Blair Campbell, looks at the changes taking place in the UK and where opportunities lie.
This hackneyed expression of “Time in the market” is trotted out by the perma-bulls every once in a while. The cynical amongst us suspect it is when their assets under management (AUM) are threatened. It has the same simplistic catch-line and absence of logic as populist political slogans – usually in red – and many