Thought Leadership

2021 Budget: all eyes on the recovery

2021 Budget: all eyes on the recovery

Posted March 4, 2021

By Mike Weston, CEO, LGPS Central Limited This year’s budget has been one of the most anticipated in recent memory, and with good reason. Covid-19 has created a huge shock to the economic system and following the unprecedented level of fiscal spending from the UK Government to cope with that shock, attention now turns to…[…]

Inflation: What next?

Inflation: What next?

Posted February 4, 2021

By Stanislav Grozev, Portfolio Manager Inflation is one of the most important concepts in the world of investments. In a world of seemingly endless money printing, while we have all witnessed inflation in the value of financial assets in recent years, we have hardly seen any inflation in the ‘real’ economy. With respect to the[…]

US Election: What Happens Next?

US Election: What Happens Next?

Posted November 12, 2020

By John Goodall, Portfolio Manager, Active Equities The 2020 US election is over now.  The contest was much closer than the polls had indicated as no emphatic Blue Wave materialised for the Democrats, and the Republican vote held up better than expected.  Despite this, Biden has prevailed and won the Presidency.  While the House of[…]

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