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.
Income investors: What to expect in the current environment
Income investors: What to expect in the current environment. Joining the dots between market volatility, company dividends and fund income.
Market Monitor – 12 June 2020
Global stock markets suffered their worst week since early March as the recent bull run came to a halt. On Thursday 11 June alone, several major indices endured their worst trading day for several weeks as recent optimism about the long-term impact of the Covid-19 pandemic evaporated.
Market Monitor – 19 June 2020
Markets around the world have recovered some of last week’s severe losses, but investors remain nervous about the direction the Covid-19 pandemic is likely to take in the coming weeks.
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 12 June
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.
Market Monitor – 5 June 2020
Global stock markets extended their recent gains this week with investors focusing on positive news as economies in Europe and North America begin to emerge from their Covid-19 lockdowns.
