Investment team updates – Bullet points 9 April
Our investment team provide their weekly snapshot of market events.
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
Investment team updates – Bullet points 19 March
Our investment team provide their weekly snapshot of market events.
Investment team updates – Bullet points 12 March
Our investment team provide their weekly snapshot of market events.
Economic forecasts Q1 2021
Third-quarter (Q3) rebounds in activity across developed economies were impressive, particularly in the US, where lockdowns were the least coordinated across states. Momentum has since faded, however, as Covid-19 infections reaccelerated, and a number of support programmes rolled off in the US.
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Developing capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
Investment team updates – Bullet points 22 January
Our investment team provide their weekly snapshot of market events.
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Style rotation towards value is a temporary phenomenon
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
