Investment Updates
Regular investment updates and market views for private clients.
2020 | July Coronavirus Updates
Coronavirus Update | July 2nd: Multi Asset Update
Square Mile’s Academy of Funds and new ideas list cover a range of different multi-asset strategies in terms of risk profile, objectives and outcomes. Therefore, there is frequently some divergence in views from manager to manager. However, over the course of our recent discussions with multi-asset fund managers, we have noted a number of common…
Coronavirus Update | July 2nd: Fixed Income Update
Over the first half of 2020, the fixed income managers we have interviewed have gone through three distinct phases. Initially, during the market sell-off of late February and March, their focus was on trying to ensure they had sufficient liquidity within their portfolios. Then, from the end of March, throughout April and to a lesser…
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