In the KNOW blog
A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up of COVID-19.
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.
Some companies are starting to let wishful thinking take over their reporting. Head of fixed income Bryn Jones takes a dim view of EBITDAC.
After one month of lockdown, multi-asset investment specialist Craig Brown’s hair was unkempt. After two months, it was totally out of control. It’s time for self-help.
Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.
Lack of live football has our head of fixed income, Bryn Jones, looking back over past classics. That got him thinking about an old theory of monetary policy that may now be outmoded.
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
‘Fallen angels’ of the bond world are getting a better reception than the disgraced seraphim in Paradise Lost. Pondering the power of the Fed, our head of fixed income Bryn Jones is reminded of John Milton’s epic poem.