Investment team updates – Bullet points 10 July
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Stock markets: Looking ahead
What bear markets and bull rebounds can teach us about how the stock market works, and how we may navigate current and future market contractions.
Are markets ahead of the economy and should they be?
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
Investment team updates – bullet points 19 June
Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
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.
Confronting Covid-19, short-lived value rallies and unprecedented stimulus
In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.
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.
