Out on the road presenting his 2019 outlook, David Coombs finds by far his most contentious view is not whether to invest in Nando's but, as the Year of the Pig kicks in, the most appropriate weighting to China
Every January I pack a (much too small) suitcase and step out to test the terrible infrastructure of our fine country. Lately, I get treated to a few trips to the Continent too - although they are much less glamorous than you might think. The reason I punish myself this way is to update you good people on how we will be investing your clients' money in the year ahead. And so, from Aberdeen to Marbella, I have recently endured many modes of transport and differing levels of accommodation. Nevertheless, of course, the fantastic discussions I have had with many of you have made it worth it....
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