Market Monitor – 29 May 2020
The easing of lockdown restrictions in Europe and the US has fuelled another week of significant stock market gains. Investors apparently believe that the coronavirus-driven global recession may not be as deep or long-lasting as originally feared.
Investment team updates – bullet points 01 May
Investment team updates – bullet points 01 May
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.
Covid-19: A pandemic with no precedent in a modern economy
The good-news stories and optimism of three months ago have been consigned to the bin, as the virus, lockdowns and economic bailouts take centre stage.
European equities: video update
Client Portfolio Manager Francis Ellison explains the main impacts the team are seeing and their outlook for the region as the Covid-19 pandemic continues.
Market Monitor – 15 May 2020
The recent stock market rally started to run out of steam this week as fears over the scale of the coming coronavirus-driven global recession began to deepen. Markets all over the world ended Thursday’s trading well into negative territory for the week thanks to fresh concern about a second wave of infections and questions over whether governments and central banks will be able to continue to support economies during a protracted recovery period.
Market Monitor – 7 May 2020
How quickly the global economy can return to some semblance of normality as coronavirus lockdown restrictions are eased is perhaps the key question facing investors at present.
Market Monitor – 1 May 2020
Investors who held their nerve during the market falls and general volatility of late February and March have been rewarded by strong performance in April. All of the major indices on either side of the Atlantic recorded excellent months as share prices recovered from the shocks caused by the early stages of the coronavirus pandemic.
