Company Size

A conversation with Monson is both refreshing and compelling. There’s no time for cheap words — he goes straight to the meat of the global economy. ‘In managing key asset allocation decisions for our private clients,’ he says, ‘there are three priorities: analysing the people behind the decisions — central bankers in particular; analysing their banking philosophy; and understanding the political realities that lie behind the key fiscal and monetary decisions. ‘Our feeling is that global central banks, and ultimately their political paymasters, would pay a high price to ensure the world does not slip back into debt-induced deflation,’ he adds. He maintains that portfolios are underpinned by client engagement, saying any product ‘where you are distanced from the ultimate strategy is really what we stand against’.

Guy Monson