During David’s trip to the US, he found a country where responsible capitalism has truly taken off, where people are much more aware of the social and environmental costs of doing business. Much like other parts of the world, investing along environmental, social and governance (ESG) principles is clearly ascendant in the US.
People are extremely adaptable as prolonged lockdowns have shown. Yet chief investment officer Julian Chillingworth ponders how changes to the way we live will shake out in the coming months and years.
The thermometers are popping all over the country, so our mad head of fixed income decides to do a marathon. Bryn Jones takes action on climate change and assesses the US.
His heart is in Santorini, his head is in rural Wiltshire and his cash is in the freezer. Head of multi-asset investments David Coombs grapples with lockdown realities and the changes they could bring to shopping.
UK dividends have been upended by the pandemic, yet they will bounce back. Income Fund managers Alan Dobbie and Carl Stick explain what they are doing to protect capital and build the foundation for a growing dividend.
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.
After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.
Confusion reigns because of the sheer amount of information flying around us. Yet all that activity should bring us comfort as it's helping fight the pandemic and its economic effects, argues head of fixed income Bryn Jones.