Macro
Tony Sutton

A two-pronged tweet from President Trump over the weekend threatening to increase tariffs on Chinese imports has shattered the relative calm currently being enjoyed by markets. Given Trump’s obsession with “The Dow” and clear focus on being re-elected in November 2020, this was a very perplexing move.After all, it is... Show More

Tony Sutton

Quantitative easing (QE) is the process by which central banks inject money directly into the financial system, usually through the purchase of government bonds using printed or electronically created money. This is intended to stimulate economic activity. Show More

Asset Allocation
Tony Sutton

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written off entirely. Here are ten potential surprises for 2019. Show More

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