Marco Pirondini is Head of Equities, US and Portfolio Manager of global equity strategies.
Equity performance this year has been driven by a flight to income in a post-Brexit, low interest rate, low growth environment. 324 more words
The European Central Bank’s (ECB) Governing Council met today, marking the first of a series of high profile meetings scheduled over the next few days (the Federal Open Market Committee (FOMC) meeting on July 27th, the Bank of Japan (BoJ) meeting on July 29th, Bank of England (BoE) on August 4th), which have become a strong focus for investors globally. 456 more words
1. ECB Minutes – “Never Mind the Quality, Feel the Width”
A UK sitcom aired in the late 1960’s, featuring two tailors, with the above title. 868 more words
1. BREXIT – One week on
10 days after the BREXIT vote, and markets appear to have taken the result in their stride. Sterling has stabilised around the 1.33 level against the U.S. 911 more words
Anyone who knows me well will know that the city of London is firmly entrenched in my heart. It’s not just home, it’s my past, my present and (hopefully) my future and I got lucky in finding a man en route, who moved here for work a decade ago but ended up more taken with the city than I am. 3,158 more words