Tim Armitage
@macroquantim
Dad to 3 boys. Multi asset strategist @ LGIM. Quant. Music lover. Bad runner. Views my own.
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Another masterfully piece of shrewd business by Newcastle, a deep understanding of the importance of the chant potential factor of a prospective signing. Tonali expected to segway seamlessly into the space created by the world famous ‘Toon Army’ chant #NUFC #Toonali
We believe the time has come for us to start leaning against the momentum in #inflation expectations. Watch this week’s Key Beliefs video with Tim Armitage from our Asset Allocation team to find out why. More: bit.ly/2S5Nfp5 For professional investors. Capital at risk
A lawyer using Zoom had to let a judge know that he wasn’t a cat after inadvertently activating a face filter
Everyone needs to see this. It's all well and good sharing funny memes but I think there's still way too high a level of complacency in the UK news.sky.com/story/coronavi…
First day of Self Isolation Club (SIC) today as my 4yo has a temp and cough. My 7 and 8 year olds wanted to make rules to help while mummy and daddy still need to work:
If we do get a recession... people are to claim last summer’s yield curve inversion predicted it aren’t they? Urgh. The unbearably tedious arguments ahead.
New record of measured daily average concentration CO2 in the atmosphere:416.08 ppm. In February(!!) The saddest thing is that this won’t be breaking news. And basically no one understands the full meaning of this. Because we’re in a crisis that’s never been treated as a crisis.
🏆📈🏆 416.08 ppm #CO2 in Earth’s atmosphere on February 10, 2020 🏆 HIGHEST EVER daily average at the Mauna Loa Observatory 🏆 Up from 411.97 ppm a year ago 🏆 #NOAA source: esrl.noaa.gov/gmd/ccgg/trend… 🏆 CO2.Earth records: co2.earth/co2-records 🏆📈🏆
This is one of the government’s really big challenges.
🏆📈🏆 416.08 ppm #CO2 in Earth’s atmosphere on February 10, 2020 🏆 HIGHEST EVER daily average at the Mauna Loa Observatory 🏆 Up from 411.97 ppm a year ago 🏆 #NOAA source: esrl.noaa.gov/gmd/ccgg/trend… 🏆 CO2.Earth records: co2.earth/co2-records 🏆📈🏆
You've got to be kidding me. After all these years...
Walked out of my house after the exit poll and the first thing I see is a lorry crash into a bridge #metaphor
The depiction of the role of the BBC in this distasteful Dutch cartoon is telling: "Nothing to see here."
This Dutch cartoon in the Volkskrant newspaper depicts Brexit as a gang rape of Britain, led by Boris Johnson. Strong stuff in the 3rd best selling daily in the Netherlands.
This is the truth of what happens when @BorisJohnson visits your hospital. This has been written by an anonymous friend of mine. Please read. Please share. It is the truth about our #NHS - the lies cannot continue @JonAshworth @OwenJones84 @shaunjlawson @jonworth @IanDunt
This is utterly extraordinary. @BBCNews has edited out the audience laughing at Boris Johnson being questioned on trust. The first part is from last night’s debate, the second is from BBC News at 1pm today. #ge2019
Here's a link to my recent blog on alternative risk premia (ARP) strategies macromatters.lgim.com/categories/str…
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