Robin McDonald

Fund Manager - Head of Multi-Manager

Highlight

Markets

12DEC 2018

Outlook 2019: Multi-manager

Avoid the crowds in 2019; focus instead on value, gold and maybe even the UK.

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2018

JUNE

19JUN 2018

Markets

Four reasons for caution on a market in transition

Investors are mostly optimistic and seemingly confident of sizable future gains, in spite of historically unfavourable valuations and a number of other risks that are re-emerging.

2017

DECEMBER

01DEC 2017

Markets

Outlook 2018: Multi-manager

It will be important to seek a margin of safety when investing in 2018 as high valuations are widespread and inescapable.

SEPTEMBER

06SEP 2017

Markets

How frightening is quantitative tightening?

We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?

JUNE

16JUN 2017

Markets

Is it time to focus on capital preservation, rather than capital growth?

We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.

FEBRUARY

15FEB 2017

Markets

Trump and the global economy: the good, the bad and the ugly

If President Trump succeeds in eliminating the US trade deficit it would be positive for US growth, but could have concerning consequences for the global economy.

2016

NOVEMBER

29NOV 2016

Markets

Outlook 2017: Multi-Manager

Our multi-manager team looks ahead to 2017, when it expects inflation to come to the fore and perceptions of what is a "safe" asset to change.

AUGUST

01SEP 2016

Markets

Return-free risk

Bonds are at the epicentre of what is a highly fragile environment.