Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Argentine Agriculture Bounces Back
Imagine if a government came to power in the UK and declared war on the country’s financial sector. If it imposed huge taxes and economic restrictions to undermine Britain’s leading role in global finance. It…
David Prosser answers some common questions from investors in the wake of the EU referendum.
How should investors respond to the turmoil that has rocked world markets since the UK voted to come out of the European Union? The referendum result has sparked volatility across every asset class you care…
Seven Deadly Sins of multi-asset investing
Don't be led astray or make decisions for the wrong reasons. Watch Aberdeen Asset Management's guide to the seven deadly sins of multi-asset investing now. Narrated by Joanna Lumley.
Ten Golden Rules of Equity Investing (video)
We have distilled our insights from the world of investing into ten succinct rules. None of them should surprise and they all share one distinct trait: a belief in common sense. While the sentiment behind…
Fund Managers who outperformed in their sectors in recent period of volatility
On Investors Chronicle, Darius McDermott of FundCalibre suggests looking at fund managers with a proven track record of strong performance in volatile times such as 2008/09 and also earlier this year. Having crunched the numbers…
What the EU could learn from the Pacific Alliance
In theory the EU should be a great idea. In practice not so much. As a trade bloc it has a lot going for it. It’s the world’s richest single market, with standards that protect…
Beyond Brexit: Why China may be a bigger threat to economic stability…
The intensity of the British media’s focus on Brexit since Friday’s surprise result has few precedents in recent times, and it is understandable, however the rest of the world still exists – and it was…
Dollar Strength to Come – Implications for Oil and Equities
This week’s commentary is more of an update on views previously expressed rather than anything earth shatteringly new. That said, we do think that there are important developments afoot in the FX markets that have…
Week in Review: ‘gotta catch ’em all’
New Chancellor Phillip Hammond delivered his first round up of the economy this week as official figures showed a narrowing deficit. UK retail figures have taken a turn for the worse though, with June delivering…
Looking for a Turn in Government Bonds and the Japanese Yen
In quite a few ways, recent weeks have been anything but boring. Trying to filter out important events from random noise in markets today feels like a bit of a mugs game, but that shouldn’t…
Week in review: poker face
Poker face How low would they go? That was the question on investors’ lips this week as they looked to the first meeting of the Bank of England’s Monetary Policy Committee (MPC) since the UK’s…
The Cost of Sanity is Being a Patsy
Albert Einstein is widely credited with saying “the definition of insanity is doing the same thing over and over again, and expecting different results”. The laws of physics dictate that a particular phenomenon will always…
Week in review: in for a penny…
Now that two weeks have passed since the momentous referendum result on 23 June, some of the implications for markets and the UK economy are becoming clearer. On Wednesday, sterling touched a 31-year low against…
Brexit – which funds to look out for according to the experts
On Investors Chronicle, Darius McDermott of FundCalibre suggests looking at fund managers with a proven track record of strong performance in volatile times such as 2008/09 and also earlier this year. Having crunched the numbers…
Global Central Banks Continue to Distort Markets
Markets really have been on a roller coaster ride since the Brexit vote. Major equity indices have enjoyed a remarkable rally the last few days predicated we believe on hopes for a further round of…
Week in review: Brexit – a Shakespearean drama
The internet was awash with jokes and cheeky puns following last week’s historic Brexit vote followed by England’s defeat to minnows Iceland at the Euro 2016 football championships. “England leaves Europe twice in one week”…
Broken Britain
The United Kingdom, according to S&P, faces at least three and a half years of 'slowed economic growth' when they announced on Monday night that Britain's credit rating had been slashed by two notches to…
Brexit: what does it mean for investors?
The British people have voted to leave the EU, there is political upheaval among the leadership of both main parties, and the possibility of breakup of both the UK and the wider EU is a…