News & Views

Another day, another 1,000 point drop on Wall Street – 9th February 2018

On Monday (5 February), it was a fear of returning inflation that precipitated the fall, exacerbated by Wells Fargo and the closure of Nomura’s and Credit Suisse’s incautious ETP’s adding a whiff of 2008 to the day. On Thursday, the brief failure of Congress to prevent a government shutdown added an additional chill to the […]

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Q&A Marlborough High Yield Fixed Interest – January 2018

Q&A Marlborough High Yield Fixed Interest: an income-focused bond fund managed by a large and experienced team Steven Logan, Co-Manager of the Marlborough High Yield Fixed Interest Fund, explains why he believes the macroeconomic backdrop is ideal for bonds and how in-depth research helps his team to manage risk and maintain an attractive income for […]

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Multi-Cap Growth – Four long-term growth trends to help defy UK uncertainty (December 2017)

Making the right calls on short-term macro-economic themes and their impact on asset prices is notoriously difficult. For those investing in UK equities, such calls have been made all the more difficult because of unpredictability around Brexit, a fragile government and the first moves to begin to normalise monetary policy. However, identifying secular growth trends […]

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