Chris Brown, Chief Investment Officer What would happen if Jeremy Corbyn swept to victory in 2020 with a decisive Labour majority? Does April’s revival in UK equities mean markets are more optimistic about a Brexit deal? Here we look at UK political risk and how it might affect our clients’ investment portfolios. Tax rates and
Ros Price, Investment Committee Member. More than two thousand delegates meet, on a five yearly basis, in the Great Hall of the People in Beijing, in order to revise the constitution of the Communist Party of China as well as appoint the New Central Committee, Politburo and incidentally to appoint or re-appoint the Party leader
As the EU Referendum polling date nears, we thought we’d give a short update on markets and some changes we have made to our own positioning to address the risks involved. Firstly, we are glad to say that our core views have not changed from our original April Brexit review (Brexit – What we do
Is it the case that, to paraphrase Winston Churchill, that equities are the worst investment around apart from all the alternatives? We don’t think so for two reasons. First, there are still parts of the world where the scenarios for equity investing look fairly attractive and you can reasonably expect to make the 7%-9% or
Chris Brown, CIO, considers and challenges commonly held opinions about active currency management.