1st December 2020

Quilter Cheviot: Diary of a Fund Manager – 1920 or 1848?

In this week’s Diary, thoughts on a record-breaking month, what will matter in 2021, both in the UK and elsewhere, and why history is no more than a guide to the future. Also, a few anecdotes illustrating how this year has changed us.

Investment Commentary, Investments

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Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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