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Simply the best…
Gavin Launder
Equities

Simply the best…

Companies with a sustainable competitive advantage in a growing market, which generate free cash...
By Gavin Launder
22 Feb 2021
3 min read
Picks and shovels
Gavin Launder
Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  
By Gavin Launder
08 Apr 2021
3 min read
Should investors expect a hot summer?
Ben Bennett
Equities

Should investors expect a hot summer?

With market volatility subdued and many valuations high, we examine the short-term outlook for ri...
By Ben Bennett
15 Jun 2021
2 min read
Unnamed
Hetal Mehta
Economics

Unnamed

The Bank of England kept interest rates on hold in May but said it wants to raise them in the...
By Hetal Mehta
07 May 2019
2 min read
Unreactive function
Hetal Mehta
Economics

Unreactive function

Here’s my take on the latest UK GDP numbers, the economic outlook and what that means for the Ban...
By Hetal Mehta
25 Aug 2018
3 min read
Roe-n Burgundy - Anchorman
John Roe
Economics

Roe-n Burgundy - Anchorman

A wrap up of the Asset Allocation team's latest thoughts on four topics: high yield, trade, Brexi...
By John Roe
30 Nov 2018
15 min read
Why are financial markets grilling the Turkish economy?
John Roe
Economics

Why are financial markets grilling the Turkish economy?

The temperature's roasting and the Turkish economy is under the spotlight. With President Erdoğan...
By John Roe
14 Aug 2018
3 min read
Throwing in the Powell: implications of the Fed policy shift
Tim Drayson
Economics

Throwing in the Powell: implications of the Fed policy shift

The US central bank has made a dramatic about-turn in its policy stance. We look at what this mea...
By Tim Drayson
02 Feb 2019
2 min read
US midterms: three scenarios for investors
Economics

US midterms: three scenarios for investors

The American midterm elections are approaching and the crystal ball gazing has begun. Here’s what...
By Ben BennettLars Kreckel
02 Nov 2018
3 min read
Don't shock me now
Hetal Mehta
Economics

Don't shock me now

I'm not sure exactly why Queen's "Don't stop me now" has been stuck in my head...something to do...
By Hetal Mehta
17 Jul 2018
2 min read