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The Fund Managers' Weekly

 

It’s Inflation, Stupid

Weekly Fixed Income Comment – 19 June 2017

Like many of the best sayings, this one (about the economy, not inflation) was never said; well not in this exact form anyway.
We have focused on the economy a lot in the last six months, or more specifically on growth. And growth has been and is fine, from a cyclical perspective. However, last week was another reminder (...)

Ian Clarke, Head of Fixed Income Fund Management

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A volatile week

Weekly Equity Comment – 13 june 2017

It has been a turbulent week in Mena markets and in global markets the technology sector has begun to come under some pressure. We are monitoring both regional and global events and whilst we have reduced our exposure to Qatar significantly we are awaiting further clarity on global technology (...)

Saleem Khokhar, Head of Equities Fund Management

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