Developing capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
Global Perspectives 2021
In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.
In this series of outlooks from our leading investment experts, we look at how markets and economies have been impacted by the pandemic, and what the future holds for the next 12 months.
UK sustainable equity – backing responsible businesses emerging stronger from the coronavirus crisis
The pandemic brought the S in environmental, social and governance investing more to the fore, and 2021 will see the fund looking at companies where underlying business models and growth opportunities are positioned for sustainable success
Market Monitor – 2021 outlook
The beginning of any new year is a good time to review your financial situation – but it is especially important in 2021 given the tumultuous 12 months that have just come to an end.
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
European equities: the peak of pessimism is behind us
A bizarre year of win-lose outcomes in Asia Pacific ex Japan
On diversification, sustainability and competitiveness…
An interview with portfolio manager Benjamin Moore on investing in
Europe, how he goes about looking at companies, and the events of
the past 10 months
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
