Economic and market insight
US markets make new records just in time for Independence Day. While Americans take a day off, it seems a good time to take a look at a tough corner of the UK labour market.
Stock markets have regained their positive momentum, but don’t expect a balmy and tranquil summer ahead.
The US central bank’s nod to the surging American recovery frightened markets last week. These wobbly moments could become a longer-term fixture of the global recovery.
Jobs are the key to true recovery and the best clue to the path of longer-term inflation. Meanwhile, the great vaccination rolls on.
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
Only comedians can insult their customers, notes head of multi-asset investments David Coombs. If change needs to come, stewards usually get better results.
Kids’ building blocks and workplaces both offer a chance to learn. Senior multi-asset investment specialist Craig Brown makes a case for the office while tripping over his son’s toys.
In case anyone forgot that China was supposed to be communist, the world’s largest market dropped a hammer on its technology and education sectors. David Coombs, our head of multi-asset investments, reviews his Chinese exposure.
Head of fixed income Bryn Jones explains why the Olympics gives him a taste for minority sports and what it takes to win a wider fan base.
Responsible investing and capitalism itself are doomed to fail without good corporate governance, argues stewardship director Matt Crossman. It’s the artful science of ensuring company managers are in step with other stakeholders’ interests.
Our film buff head of multi-asset investments, David Coombs, still hasn’t given up the dream of making it in show biz. Phase one: a brand new podcast for you to enjoy.
Braving the commute for the first time in almost 18 months, David Coombs, our head of multi-asset investments, makes his radio cross-over debut.
Fund manager David Harrison explains how the UN Sustainable Development Goals, which began life as an aspirational target for governments around the world, transitioned to an unofficial framework for ESG investing. But can they really make a difference?