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On Q

The latest blog from the Cirilium team.

UK: Suitable for professional clients.

 

Active management for a challenging worldWelcome to the Cirilium blog

Our Cirilium investment team share their thoughts on recent events and market trends, and what it means for you and your clients.

Since its launch in 2008 the Cirilium portfolio range has weathered a range of events from the global financial crisis to Brexit to coronavirus.

As we continue to experience unexpected events and market volatility, the team behind Cirilium feel that sharing their views on a regular basis will help improve understanding of what is happening in markets and provide reassurance to you and your clients that the long-term active nature of our strategy will continue unaffected.

Summer of love...

As Paul Craig and Hinesh Patel observe, Britain seems to be bursting at the seams with pent-up demand from people who are desperate to start shopping again or socialising again, or both. This makes it the ideal time to examine how markets are currently pricing the outlook for inflation, interest rates and corporate bond yields. 

Read the blog

Beam me up: “warp speed for bond markets…”

Jenna Barnard co-head of strategic fixed income at Janus Henderson Investors joins Paul Craig and Hinesh Patel to explain why investors should disregard the current narrative when it comes to the economic cycle.

Listen to the podcast

Previous On Q blog posts

A complete archive of all our previous On Q blog posts from the Cirilium investment team are now available.

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Cirilium range

An actively managed globally diversified solution investing in active strategies across a diverse range of asset classes.

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Meet the authors

Paul Craig

Portfolio Manager

Paul is manager of the Cirilium portfolio range. He joined the business in December 2014 from Henderson Global Investors, following the acquisition of Cirilium. Paul has managed the Cirilium portfolios since 2009, taking on these responsibilities shortly after the inception of the original range.

He has more than 25 years of asset management experience and has also acted as a non-executive director of four investment trusts.

Hinesh Patel

Portfolio Manager

Hinesh Patel is a portfolio manager on the Cirilium portfolio range. He joined the business in 2008 working in fixed income and macro as strategist, an assistant portfolio manager and then a portfolio manager before joining the multi-asset desk in 2016. Hinesh has played an important role in developing the team’s investment capabilities and macroeconomics analysis. Before joining the business Hinesh was a senior analyst at Lehman Brothers.

Hinesh is a CFA Charterholder and holds an MEng in Mechanical Engineering from Brunel University, including specialisms in automotive design and aeronautics. He holds the Investment Management Certificate and has completed the Certificate in Quantitative Finance (CQF) level 1.

Get in touch with the investment directors

Email enquiries@quilterinvestors.com or call +44(0)207 167 3700 to find out more on the full range of multi-asset solutions.

Meet the investment directors

Feedback

We would really like to hear your thoughts on this new blog - please email us with any feedback, topics you would like to see covered or general suggestions for our future posts.

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