Covid-19, markets and monetary policy
In this lockdown episode from the Eye of the Needle team, we talk to Toby Nangle, Global Head of Asset Allocation, and Nadia Grant, Head of US Equities. They dive into the impacts on markets brought about by the global Covid-19 pandemic, what it’s like managing money in such an environment, and how they see the future for Multi-asset and US equities.
Investment Team Updates – Bullet points 24 July
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Pharmaceutical companies in a golden age for drug discovery
As new technologies such as genomics spur development of innovative drugs, European pharmaceuticals companies stand out as high-quality, defensive growth stocks.
European equities – the best option for resilient income
With bond markets offering little in the way of income, the continent’s highest quality equities offer an attractive and defensive yield
Europe’s manufacturers are in good shape for a downturn
After reorganising themselves over the past 10 years, many European manufacturers have more flexible business models with higher returns.
Covid-19: A pandemic with no precedent in a modern economy
The good-news stories and optimism of three months ago have been consigned to the bin, as the virus, lockdowns and economic bailouts take centre stage.
Pastures new: Asset Liability Management in today’s reporting environment
The methods that insurers use to report profit to shareholders and solvency to regulators have been changing. This is the result of new accounting standards and solvency capital regulation in many markets.
Investment team updates – bullet points 16 April
Investment team updates – bullet points 16 April
Why growth will trump value in the long grind of recovery
The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
10 factors that could change economies and markets forever
The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 resulting trends to emerge from the Covid-19 crisis that I believe will change economies and markets forever.
