Q4 2017 Investment View

Q4 2017 Investment View

Q4 Investment view John Leiper - Senior Portfolio Manager QUESTION 1: What are our strongest Q4 convictions? We are underweight bonds and overweight equities going into the 4th quarter. Known as the reflation trade, it’s a theme that has played out successfully over...
UK Growth

UK Growth

UK Growth Christopher Peel - Chief Investment Officer Bull Points: Global output and trade volumes are increasing & New global trade agreements Bear Points: Brexit talks are slow & Conservative Party in turmoil The long-term growth prospects for the UK...