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
Market Monitor – 26 March 2021
Pessimism about the economic recovery from Covid-19 has held stock markets back during another week of lacklustre performance.
Market Monitor – 19 March 2021
Stock markets have managed to hang on to their recent gains this week despite ongoing concerns that interest rates could start to rise later this year.
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Market Monitor – 12 March 2021
Global stock markets have been in particularly bullish mood this week as investors shrug off concerns over rising inflation and focus on the prospect of a significant post-pandemic bounce in 2021.
Covid-19 index: when might life return to ‘normal’? – March 2021
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
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.
Dividend outlook: the capital return mix is key in 2021
After a tough year for dividends in 2020, the outlook for 2021 is positive. Many of the sectors that were most impacted in 2020, such as autos, should see a good rebound in dividends
Global Sustainable Outcomes, and how Covid-19 could change the world for ever
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’?
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.
