Market Monitor – 25 February 2022
Russia’s invasion of its neighbour Ukraine has caused a huge sell-off in global stock markets this week.
Reaction to the latest development in Ukraine
As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
Investment Association UK Equity Income sector’s most consistent fund of the decade
Richard Colwell’s approach of long-term ownership combined with strong stewardship recognised in this analysis from Trustnet.
Market Monitor – 11 February 2022
New concerns about the pace of interest rate rises in the coming months have put a brake on global stock market gains.
UK equities: it’s all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Investment team updates – Bullet points 4 February 2022
Latest news from around the investment desks.
Bank of England raises interest rates: what does it mean for you?
As widely expected, the Bank of England (BoE) has decided to raise interest rates for the second time in two months – the first back-to-back rate rise since 2004.
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.
Market Monitor – 28 January 2022
Global stock markets have endured another highly volatile week as a result of concerns about rising interest rates and the growing threat of conflict in Ukraine.
Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
