Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Laura Foll, fund manager for Lowland Investment Company, discusses the Trust’s latest performance and explains why she is hopeful sentiment towards UK companies will improve following the UK general election.
With the next generation of mobile networks on the horizon, some investors may have overlooked the technology’s potential to influence other areas of business and technology
Fund Manager December commentary – Lowland Investment Company
UK rate cut sceptics argue that a rise of 135.000, or 0.5%, in the number of employees in the three months to November from the prior three months signals a strong labour market and will give MPC doves a reason to climb down.
Investing in businesses that are strategically aligned with the powerful environmental and social trends changing the shape of the global economy.
Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.