Covid-19 index: when might life return to ‘normal’? – March 2021

US Flag

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 – 5 March 2021

MarketUpdates

Global stock markets have largely bounced back from the losses sustained late last week (ending 26 February), but investors remain concerned about the possibility of higher levels of inflation and rising interest rates in the months ahead.

Economic forecasts Q1 2021

Valuation BBBs and policy change

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.

Market updates 12 March 2021

Global Sustainable Outcomes, and how Covid-19 could change the world for ever

Global sustainable outcomes - News & Views

We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world’s biggest environmental and social challenges.

Covid-19 index: when might life return to ‘normal’?

people on shopping street

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

china-crowd-people-night

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

MarketUpdates

Our investment team provide their weekly snapshot of market events.

UK sustainable equity – backing responsible businesses emerging stronger from the coronavirus crisis

The pandemic brought the S in environmental, social and governance investing more to the fore, and 2021 will see the fund looking at companies where underlying business models and growth opportunities are positioned for sustainable success

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