Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future.
Article last updated 1 March 2023.
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1 min
The gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk?
2 mins
It’s just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we’ve started to learn a little more about what “Starmerism” will look like.
2 mins
