03/31/2020

Global Investment Committee Outlook

The near-infinite expansion of sovereign bond QE also is an incomparable shock to the system, almost like setting to maximum the electricity used to stimulate the brain of a comatose patient.

03/31/2020

The cavalry (finally) arrives

The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.

03/31/2020

Ritz sale inflames Barclay twins row

The deal came on the day the hotel closed its doors for the first time ever since it first opened, after London went into lockdown as a result of the covid-19 pandemic.