Investment Team
19MAY 2020
Strategy & economics
Coronavirus and markets – our latest views
Investors have become more optimistic as governments start to ease lockdown measures. However, the path to economic recovery is likely to be long. Below, we set out our thinking on recent developments and provide an update on portfolio positioning.
06APR 2020
Asset allocation
Current views at a glance - April 2020
Our views on what lies ahead for equities, bonds and other asset classes
11MAR 2020
Wealth planning
UK Budget 2020: Chancellor signals "whatever it takes" support
The Chancellor has significantly exceeded market expectations in his response to the coronavirus epidemic. Higher earners and business owners could be affected by changes to personal taxation.
11FEB 2020
Strategy & economics
US presidential election 2020: how do US stocks perform in election years?
Investors are concerned about the potentially polarising November elections. But historic US equity returns during election years paint a different picture…
24JAN 2020
Strategy & economics
The longest US economic expansion – but also the weakest
Story in a chart: the current US expansion is the longest on record. But when set against previous recoveries, its slow pace appears linked to its longevity.
13DEC 2019
Strategy & economics
UK election result: what the Conservative majority means for markets and investments
Sterling has risen sharply as Boris Johnson's unexpectedly wide majority gives shorter-term clarity: Brexit is now likely within weeks
02DEC 2019
Asset allocation
Current views - November 2019
Our investment team assesses the prospects for a range of asset classes and currencies
25NOV 2019
Strategy & economics
UK Election 2019: what will potential outcomes mean for the pound, shares and other assets?
Much may change between now and polling day on 12 December, but this is how we see the likely response of markets to possible outcomes.
31OCT 2019
Strategy & economics
UK election 2019: countdown to 12 December
The reduced risk of a no-deal Brexit scenario has caused the pound to rise in October – but fresh election uncertainty continues to hold back UK assets and sterling
18OCT 2019
Asset allocation
Current views - October 2019
Our investment team assesses the prospects for a range of asset classes and currencies
16SEP 2019
Asset allocation
Current views - September 2019
Our investment team assesses the prospects for a range of asset classes and currencies
13AUG 2019
Asset allocation
Current views - August 2019
Our investment team assesses the prospects for a range of asset classes and currencies
07AUG 2019
Strategy & economics
Trade fears grip markets – August 2019
An escalation of trade hostilities between US and China is likely to bring continued volatility, but we are well positioned
15JUL 2019
Asset allocation
Current views - July 2019
Our investment team assesses the prospects for a range of asset classes and currencies
10JUN 2019
Strategy & economics
Market Update - June 2019
Six months ago the market expected two US rate rises in 2019. Now, midway through the year, markets are anticipating the next move to be a cut
03JUN 2019
Asset allocation
Current views - June 2019
Our investment team assesses the prospects for a range of asset classes and currencies
24APR 2019
Strategy & economics
Monthly market update: April 2019
Markets buoyed by central banks and prospects of a trade deal