Three credit funds to hold through the dark days ahead
Central banks have upped the rhetoric in recent weeks, with all but the Bank of Japan hinting at rising rates and/or winding in quantitative easing. It seems a strange time to be talking this way – just as the hard economic data looks to be in danger of peaking.
PA Podcast: Why Trump is right about dollar strength
Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world
Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.
PA Podcast: Deflation’s demise and the durability of duration
David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.
PA Wealth Manager Awards: Kleinwort Benson’s Choukeir
CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.