There is a lot to ponder as a portfolio manager today. Expansionary fiscal initiatives from the new Chancellor, Kwasi Kwarteng, have heightened worries about a further widening of the already huge UK current account deficit, Sterling has set a new all-time low against the US dollar and the International Monetary Fund, in a very unusual move, has advised the UK government that its November budget presents an early opportunity to “re-evaluate” the new tax measures.
Wondering what the FCA Consumer Duty is all about? Or looking for a refresher on the use of trusts in estate and inheritance tax planning? Join us at one of our seminars across the UK in September and November. Paul Lucas and Graham Finlay will be running in-depth and interactive sessions with plenty of time for questions. 2.5 hours structured CPD available.
It’s been a volatile start to 2022, with the conflict in Ukraine creating huge disruption in oil markets, and adding to ongoing pressures seen in markets, but the UK is about much more than just commodities (and banks)
Responsible investment issues tend to have a long time horizon. However, we have identified key issues and opportunities we expect will drive change in the coming year.
William Davies, Deputy Global CIO looks at the outlook for equities, fixed income and fiscal and monetary policies in the coming year
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Why investing in UK equities in 2021 began to feel a little less lonely.
Gene Tannuzzo talks about an expectation that 2022 will see the market narrative transition to the traditional expansionary phase of the business cycle, and we round up the Macro/Government Bonds, Investment Grade and High Yield spheres
Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
European energy markets have been hitting the headlines, with rocketing electricity costs and escalating geopolitical spats, while energy supply retailers in the UK are failing on a daily basis.
Our UK Real Estate strategy to reach net zero by 2050 addresses a major source of risk for commercial property investors and aims to deliver better outcomes for all stakeholders
In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
Our fixed income team provide their weekly snapshot of market events.
Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.
The British government has a scheme whereby every year you can set aside and invest a small amount of money on behalf of a child, tax-free. The child receives the money from this Junior ISA (Individual Savings Account) when they turn 18. Introduced in 2011, Junior ISAs were designed to encourage the concept of saving and had an annual limit of £3,600, which increased more or less in line with inflation until 2020 when it rose to £9,000.
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
As we reach the mid-point of Q2 2021 it seems a good time to sum up fixed income markets year-to-date.
Investing in the UK has felt a little like the football experience we have endured over the past year: without the crowds it’s been a lonely game. However, at long last the crowds are coming back.
Artificial intelligence (AI) and related computing techniques have been spreading beyond their heartland in tech and internet companies to other industrial sectors for years. The Covid-19 crisis, however, has prompted a “massive acceleration” of the trend towards intelligent automation. All industries are now adopting AI – it is just a question of how quickly.