WEEKLY COMMENT

A weekly email newsletter from our Chief Investment Strategist, Alan McIntosh, and Head of Fixed Interest Research, Richard Carter, with their take on the last week.

Written by

Richard Carter
Head of Fixed Interest Research
Alan McIntosh
Chief Investment Strategist
All insights
As Q1 earnings season gets underway, host Pavan Harnal, Investment Manager, is joined by Richard Carter, Head of Fixed Interest Research, and Samir Shah, Fund Research Analyst, to discuss the GDP data released by the UK and China, the accessibility of the private equity sector and the possible slowdown in the popularity of SPACs.
All insights
As Europe reaches varying levels of lockdown restrictions across the region in response to the Covid-19 pandemic, host James Hughes, Investment Manager, is joined by Richard Carter, Head of Fixed Interest Research, and Sheena Berry, Equity Research Analyst, to discuss where we are in terms of vaccine rollouts, the possible need for boosters in the future and the economic data coming out of the US.
All insights
As we close out the first quarter of 2021, host David Henry, Investment Manager, is joined by Ben Barringer, Equity Research Analyst, to discuss the recent Deliveroo Initial Public Offering (IPO), who is dominating the semiconductor market and what China’s relationship with the US means now Joe Biden’s Presidency is in full swing.
All insights
We discuss how efficient the vaccine has been rolled out, the importance of diversifying investments within this environment and what areas of the fixed interest market seem the most appealing right now.
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