Knowledge and insight

At a ceremony on 25 November 2021, we were delighted to win ESG Champion of the Year and ESG Champion – Governance; and runner-up (Highly Commended) in ESG Champion – Protecting the Planet.

Déjà vu in the UK. With COVID cases mounting once again and restrictions piling up, everyone is wondering whether Christmas will be cancelled once again.

COVID and inflation are two unwelcome guests who have returned to Western economies and markets, so what does this mean for multi-asset portfolios? Will McIntosh-Whyte is on panel to discuss:  How multi-asset managers are looking to counter the effects of inflation on investor returns. The challenge sustainability regulation is creating for multi-asset funds. The growing influence of China on global financial markets.

Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.

A worrying new strain of COVID-19 has upended confidence in economic recovery, the path of interest rates and potentially the arrival of Father Christmas.

It’s shaping up to be another winter tarnished by the virus. As if central bankers needed more complexity on top of huge government spending, upended supply chains and confused labour markets.

The outcome of COP26 has left many people feeling blue about our fight to stop global warming. But that disappointment actually shows how much has changed in a few short years.

At the peak of worries about higher interest rates, central bankers have reiterated their laissez-faire stance to policy. That sent prices of stocks and bonds bouncing higher.

The eyes of the world are watching COP26 for bold action on climate change. Meanwhile, the UK chancellor envisages a ‘new age of optimism’.