Our videos.

Our insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

Currency Adjusted Returns
‘The Dollar is going to get stronger and stronger, and ultimately I want to see a stronger Dollar’. So said President Trump in late January.
Currency Adjusted Returns
‘The Dollar is going to get stronger and stronger, and ultimately I want to see a stronger Dollar’. So said President Trump in late January.
The 30,000ft View On Global Risks
We enter the New Year with the President of the United States tweeting about his ‘big red button’ nuclear trigger being larger than that of North Korea’s leader Kim Jong Un, or in Trump parlance ‘little rocket man’.
Looking Ahead To 2018
In this commentary our Strategy Committee will each cover aspects of our 2018 outlook for the global economy, currencies, equities, bonds and potential tail risk events.
What can authorities do to offset the next financial crisis?
Historically, financial crises usually trigger two policy responses by central banks and governments: emergency actions to ensure that financial markets continue to function and support for the economy via easing in the form of monetary and fiscal policy accommodation.
Past, Present and Future
In this commentary members of our Strategy Committee will cover their views mainly related to our Diversified Core Strategy over the recent period and looking forward.
Taking The Temperature Of The UK Economy
For 2017 the UK economy has seen two consecutive soft quarters of 1% real growth. The second quarter national accounts confirm that the loss of consumer spending momentum lies at the heart of the slowdown.