“Unelected Power”: an interview with Paul Tucker
25 May 2018
Have central banks become “overmighty citizens”, with too much power and insufficient democratic input? If so, does it matter and what can we do about it?
In this short video, Jim Leaviss, Head of Retail Fixed Interest asks former BoE Deputy Governor, Paul Tucker about these important dilemmas and what democracies should do about this “unelected power”.
Watch the interview
Active versus Passive
23 May 2018
Active investing ready to make a comeback.
BVTV: Time to add Argentina?
21 May 2018
After a significant policy error at the end of last year, Argentina has once again found itself in trouble – and back in the headlines – in recent months, suffering from dented credibility and a fast depreciating peso. This morning on BVTV, I look at whether current levels now offer a buying opportunity.
Also what’s behind EM FX market weakness, and is it actually a US dollar story, rather than one of EM woes? And, with the oil price still climbing, are Russian credit spread levels too pessimistic?
Tune in for our latest thoughts!
Joffy’s Journal: the growing role of ESG in investing
10 May 2018
The sixth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks reinforces the importance of ESG principles when thinking about investments.
Equities Perspective: Earnings season – “as good as it gets”?
4 May 2018
In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, as least compared to expectations. Are we at ‘peak earnings’?
Watch the video