Investment team updates – Bullet points 4 February 2022
Latest news from around the investment desks.
Year of the Tiger: a focus on prosperity and productivity
2022 should be an interesting year for China’s equity market, but will the tiger roar? Our region experts take a look.
Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
Losing your fragility – rise of the robots
Discover how COVID-19 is accelerating automation across a host of industries and where we’re finding investment opportunities.
US equities: three themes to watch in a discriminating year
2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.
Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Emerging market equities: identifying the key long-term trend
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Investment team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
Balancing act – India’s journey to net zero
COP26 saw India commit to achieving net zero by 2070. We explore its proposed route and the challenges it faces.
Monetary policy and the yield curve
Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.
