Asset management excellence with a longer-term perspective. Content for investment professionals only.
Joined July 2011
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Jun 12
European sovereign bond yields barely moved upon the ECB’s announcement that it was raising rates by 25bps. Our Senior Fund Manager, Gareth Hill, CFA, examines market reactions to the committee’s clear messaging. Read more: ow.ly/vKfE50ZbaQT
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Jun 12
As expected, the ECB has hiked rates by 25bps. Our economists analyse the decision and explain why they are happy assuming that the ECB will hike again this year – unless the conflict ends quickly and the Strait of Hormuz opens soon. Read more: ow.ly/k0be50Zbaj9
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Jun 3
AI: It is and isn’t a bubble. In his latest blog, our head of equities Mike Fox shares his latest views on whether AI is a bubble and highlights that the art of investing is probabilities not certainties. Read more: ow.ly/KlnP50Z6HU7
#Equities #TheViewpoint #AI
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May 22
CPI inflation in the UK fell more than expected in April. However, this is likely to be a temporary fall. Melanie Baker, explains why in July in particular, household and electricity bills are likely to rise reflecting the impact of the Iran conflict. ow.ly/Xehx50Z2Mpc
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May 18
We’re pleased to have won in the category of 'Fixed Income Manager of the Year' at the Wealth and Asset Management Awards 2026. Congratulations to all the winners. See the full list here: ow.ly/SWP150Z17RL
Awards are not a recommendation or guide to the future.
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May 15
UK GDP results in the first quarter this year were solid, but Q2 will likely be a different story. Our Senior Economist, Melanie Baker, examines the latest figures from the ONS and what March detail suggests for the upcoming months. Read more: ow.ly/6cnj50Z09cQ
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May 14
Becoming familiar with AI isn’t about being technical, it’s about being clear. Our Head of Global Equities, Paul Schofield, explains why the people getting the most from AI aren’t always the experts, but those that are refining and trying again. Read more: ow.ly/5CTt50YYjB5
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May 13
To buyback, or not to buyback? Price is the question. Global Equities Fund Manager, Matt Kirby, explains that share buybacks can work, but only when the price is right. Read more: ow.ly/qqql50YY7E9
#GlobalEquities #Investing
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May 8
Volatility is high and global growth under threat. So why is credit strong? Head of Credit, Paola Binns, looks at what is driving corporate bond markets. Read more: ow.ly/88az50YW9uc
#Credit #Bondnavigators #ActiveManagement
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May 6
Our podcasts are available on Apple (ow.ly/GVVo50YVrhP) and Spotify (ow.ly/fTgx50YVrmV ). In this month’s Crunching Credit, our investment experts explore recent interesting company stories and the shifting trends for #HighYield investors. Subscribe and listen now.
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May 1
Can equity markets continue to look through the War? In our latest ClockWise, Senior Multi Asset Analyst, Jasper Jogi, explores how a 'barbell' approach can help balance strong AI-driven earnings growth with persistent Middle East risks. Read more: ow.ly/b0zo50YTcKv
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Apr 29
AI will remain a positive for economic growth and productivity long after the Iran/US war has ended. Our Head of Equities, Mike Fox, explores how markets will be determined by both geopolitical developments and AI adoption. Read more: ow.ly/RS9c50YQWAh
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Apr 9
Sterling credit markets have at times been ignored by the hottest issuers, who favour the perceived depth of euro, and particularly dollar, markets. Our fund managers discusses why sterling credit may now stand out as a relative safe harbour. Read more: ow.ly/oEvi50YGu4f
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Apr 7
March brought back a word markets would rather forget: stagflation. How long can rates remain restrictive without breaking demand? Even with sticky headline data, the more important story is the growing squeeze on households and businesses. Read more: ow.ly/bfGX50YERVo
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Apr 2
Crises are something that investors must learn to deal with. In his latest blog, our Head of Equities, Mike Fox, examines what the war means for markets and the possibility of a recession. Read more: ow.ly/JILN50YCgYU
#Equities #TheViewpoint #AI #Economy
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Mar 31
Confidence can be loud, but good investing is often delivered by the quiet ones in the room. Head of Global Equities, Paul Schofield, explores why doubt, humility and even impostor syndrome can be powerful tools in navigating uncertainty. Read more: ow.ly/Wx1c50YB8pH
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Mar 26
Our podcasts are available on Apple (ow.ly/nArq50YyMrE) and Spotify (ow.ly/sSae50YyMsV). In this month’s Crunching Credit, our investment experts, explore the recent standout company stories and what they signal for #HighYield investors. Subscribe and listen now.
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Mar 19
Events in the Middle East could raise the risk of recession and may indicate higher-than-expected inflation in coming months. Our Senior Economist, Melanie Baker, and Associate Economist Solomon Unwin, discuss recent geopolitical events. Read more: ow.ly/ZVwn50YwgOm
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Mar 17
Initial reactions in money markets to the escalating war in Iran have felt somewhat muted. Adeline Derain from our Rates & Cash team discusses how MMFs have behaved in recent geopolitical developments. Read more: ow.ly/io5b50Yv8Im
#Liquidity #Investing #OurViews
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Mar 16
UK GDP growth was flat in January, missing expectations. Our Senior Economist Melanie Baker looks at what’s behind the weakness. Read more: ow.ly/EIU450YuRc2
#Economics #OurViews
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