In this second instalment, Stephen Jones, CIO of Kames Capital, pens an updated letter to investors concerned about macroeconomic and geopolitical headwinds.
Dear Worried, Good to hear from you again. I hope all is well and that your finances are withstanding these roller-coaster equity markets. Stealing a football line, it has been a winter of two halves....
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?