My indecision on the EU

The British public are going to the polls to vote in a referendum on the 23rd June this year on whether to stay as part of the European Union or not. This is potentially the biggest vote on the future direction of the United Kingdom and its place in the world that we have ever […]

25 April 2016 by Lee Robertson

Investment Insight

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The recovery has been based on central bank expectations. It’s not healthy.

Bonds have performed well this year, driven by the decline in underlying government yields. The recovery in risk assets since mid-February has run out of some momentum even if the fears of an immediate recession have lessened. Actually, the macro outlook hasn’t changed that much and I still see some value in high yield and […]

8 April 2016 by Chris Iggo

Investment Insight

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