In this conversation, Richard Urwin (Chair of the Investment Committee) is joined by Rupert Howard (Head of Portfolio Management) and Brent Seery (Head of Advisory Investments & Execution) in considering some key themes in markets and their implications for investors.
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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....