CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Market Monitor – 30 April 2021
Global stock markets have managed to consolidate their recent gains this week, with optimism about a return to economic normality over the course of 2021 still the main focus.
Investment team updates – Bullet points 30 April
Our investment team provide their weekly snapshot of market events.
Market Monitor – 23 April 2021
Concerns about rising Covid-19 infection rates around the world have prompted sharp falls on global stock markets this week, erasing some of the gains made earlier this month.
Investment team updates – Bullet points 23 April
Our investment team provide their weekly snapshot of market events.
Covid-19 index: when might life return to ‘normal’? – April 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
Market Monitor – 16 April 2021
The prospects of a global economic boom in 2021 have driven stock markets to new highs this week as investors focus on a potential post-Covid recovery that is even stronger than previously expected.
Market Monitor – 9 April 2021
Stock markets around the world have continued their upward trajectory following the Easter weekend as optimism about the strength of the post-pandemic recovery grows.
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
