Manager Panel

Commentator - Ruari McGregor, Director & Chief Operating Officer Q: What are the dangers for consumers in investing in products that don’t have arm’s length custody arrangements? A: The definition of custody is “protection, care or guardianship of someone or something.”  In the managed funds world this relates to safeguarding the underlying shares, bonds and…

Commentator - Rebecca Thomas - Chief Executive Officer & Executive Director Q: What are the dangers for consumers in investing in products that don’t have arm’s length custody arrangements?  A: Without having an arm’s length( independent)  custody arrangement the investor loses all protection on how those funds are supposed to be invested. This means the funds…

Commentator - Chris Di Leva, Multi Asset Specialist Summary A noticeable feature of markets in the ten years since the GFC has been the unusually low amount of market volatility. Buoyed by stimulus from central banks, which kept interest rates at artificially low levels, this created a positive environment for all asset classes. Indeed, the…

Commentator - Will Low, Head of Global Equities - Edinburgh Q1: What’s driving the recent market volatility? We would suggest that volatility is typically driven by uncertainty and often tends to reveal a shift in the underlying environment. With this in mind, the most likely drivers are the impact of a shift in policy from…

Commentator - Geoff Wood, Head of Macro & Risk Q1: What’s driving the recent market volatility? In early December the market was concerned by three fears, two of which have receded materially in our view 1. Global growth weakening The most substantial risk for markets as there is no easy fix. Many global growth indicators…

Commentator - Trent Loi, Portfolio Manager Q1: What’s driving the recent market volatility? The positive investor sentiment was spooked by hawkish comments made by the Fed Chair Jerome Powell on interest rate in US, lack of progress in trade talks between China and US, and concerns of a slowdown in global growth. Investor sentiment soured…

Commentator - Thom Bentley, Client Director- Institutional Q1: What’s driving the recent market volatility? Markets dislike uncertainty. Among the issues contributing to equity market volatility at the end of 2018 were worries about the US/China trade war, political uncertainty in Europe around Brexit, and concerns about the global economy slowing. Q2: How long do you…