We believe investors need to ensure they have alternative sources of diversification within their multi-asset toolkit. Georgina Taylor for the Multi-Asset Strategies UK team shares her views on the outlook and opportunities.
Discover how currency fluctuations can mean the return investors get from overseas investments can be different to local investors. Find out more.
This morning’s Consumer Price Index (CPI) announcement revealed that UK inflation dipped last month, despite still being well above the Bank of England’s two percent target. We sat down with Neville Pike (UK Equities Product Director) and Georgina Taylor (Multi Asset Fund Manager) to hear their thoughts.
Do rising yields signal the end long-term bond bull market that began 40 years ago?
Uncertainty has weighed on UK assets since the Brexit referendum back in 2016. The broad issues are threefold: What will be the ultimate impact on growth, will consumers and companies have to absorb higher costs via tariffs and thirdly will foreign inflows into the UK wane in light of our separation from the EU. These three issues will impact all UK asset types – equities, bonds, currency and inflation.
What is the point of investing in relative value ideas? Read our Q&A with Steve Hawes, Multi Asset Deputy Fund Manager.
