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
US equities: two major themes in a stabilising economy
As we enter the recovery phase, the US equity team is working closely with our Fundamental Research team to analyse two major themes that will drive our sector positioning and stock picks over the coming months.
CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.
UK Equities…in need of a vaccine!
UK Equities are currently the land that time forgot, but with some of the strongest opportunities in distressed shares in a decade, Richard Colwell believes UK Equities are in need of a vaccine.
Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
Biden passes 270: but what does the future hold?
While vote counting continues, Joe Biden has secured the 270 electoral votes needed to become the next president of the United States. But the narrow margin of victory and possibility that Republicans retain the Senate are likely to impact his administration’s potential policies.
Investment team updates – bullet points 20 November
Our investment team provide their weekly snapshot of market events.
2020 US election: staying patient as the vote unfolds
There is an established process for concluding the US election, but markets may be volatile along the way
Investment team updates – bullet points 30 October
Our investment team provide their weekly snapshot of market events.
Georgina Hellyer
