Investment team updates – Bullet points 23 April
Our investment team provide their weekly snapshot of market events.
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
Investment team updates – Bullet points 19 March
Our investment team provide their weekly snapshot of market events.
Investment team updates – Bullet points 12 March
Our investment team provide their weekly snapshot of market events.
Economic forecasts Q1 2021
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.
Covid-19 index: when might life return to ‘normal’?
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.
Investment team updates – Bullet points 22 January
Our investment team provide their weekly snapshot of market events.
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
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.
