Head of International Portfolio Management, Shaun McDade, looks at the growth of the corporate bond market and discusses whether it is time for a reversal.
Senior Fund Manager, Peter Geikie-Cobb, questions the way markets have reacted to the Coronavirus outbreak – were they looking for a reason to correct?
Portfolio manager in Guernsey, Blair Campbell, considers alternative assets and their place in a diversified portfolio.
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.
Andy Pfaff, Head of Commodities, discusses gold and highlights the importance of applying discipline in keeping to your investment process.
UK fund manager, Peter Geikie-Cobb, considers the various outcomes of the UK general election currently taking place and the ramifications for markets.
Simon Sharrott, Joint MD (Guernsey) & Portfolio Manager, questions whether India’s slowing growth is a cause for concern given its pro-growth government and the monetary and fiscal levers at their disposal.
James Downie, Head of Institutional Asset Consulting & Optimisation, unpacks the age-old battle between growth and value, considering the macroeconomic conditions needed for value to come back into favour.
Shaun McDade, Head of International Portfolio Management, compares current bond markets to the conditions of three years ago – highlighting some similarities and differences.