The new tenant of the White House plans to make some major changes to green infrastructure and climate change policies. With America’s sustainability agenda set to head in a new direction, fund manager David Harrison muses about the knock on impact of US President-Elect Joe Biden’s policies on the Rathbone Global Sustainability Fund.
Stimulus should be forthcoming and trade uncertainty relieved, even if Congress remains split
The rule of law should prevail and the recovery continue, though a long delay could weaken it
England will soon plunge back into lockdown. It shouldn’t be as economically painful as the first time around, says chief investment officer Julian Chillingworth. But it won’t be good.
Halloween is stuffed full of potential frights this year and a bit light on the fun. Chief investment officer Julian Chillingworth tiptoes around Brexit, US elections and earnings season.
With a deeply polarised US electorate about to choose its next President, chief investment officer Julian Chillingworth considers the policies of the two candidates and their market implications.
David Coombs, our head of multi-asset investments, runs through the changes in lifestyle, work-habits and macroeconomics that are shaping up to alter the course of our generation.
We all try to structure our financial affairs as efficiently as possible, so we have more money to do what we want with our lives. Yet sometimes our financial affairs start to affect the structure of our lives and our communities, notes chief investment officer Julian Chillingworth.