Jonathan Crown
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Jonathan Crown

Portfolio Manager

Latest articles

February 2021

Dividend outlook: the capital return mix is key in 2021

2020 was an extremely tough year which had a negative impact on cash flows of economically sensitive and working capital-heavy industries, and thus dividends. The big question is, what will 2021 hold?
January 2020

When banks met FinTech…

For decades banks have benefited from a customer inertia that has provided a cheap and stable source of funding and a high margin payments revenue stream. But these are now at risk from FinTech entrants trying to establish themselves as platform providers for payments, deposit accounts and other banking services. A recent McKinsey study, for example, estimates that payments account for around 30% of global banking revenue, and this is where the digital Payment Service Providers (PSPs) are moving in.

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