Two sectors we like for 2018

Forecasting the UK outlook for 2018 is fraught with difficulty. However, we aim to invest in fundamentally attractive companies which we believe will flourish regardless of the underlying macroeconomic backdrop.

Craig Rippe

Craig Rippe

Head of UK Equities

Eugene O'Neill

Eugene O'Neill

Senior Fund Manager, UK Equities

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2018 – the turn of the tide for loose money?

Many of the recent comments around fixed income have referred to the impact on the asset class of global monetary tightening. For example, the US Federal Reserve (Fed) and Bank of Canada (BoC) have already raised interest rates, the Bank of England (BoE) have followed suit and, in January, the European Central Bank (ECB) will begin tapering their huge quantitative easing programme.

Bill Harer

Bill Harer

Head of Fixed Income - Credit Research & UK Linked Funds

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Where are we finding opportunities amidst the Brexit uncertainty?

The impact that Brexit will have on asset prices remains unknown. At present, it appears that neither the credit nor the equity market are concerned, with regard to financials. Global economic growth remains robust and we forecast a relatively benign operating environment for companies in the UK and the Eurozone. But where are we finding attractive opportunities within the financials space?

Michael Count

Michael Count

Senior Fund Manager, Fixed Income

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