Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
2020 US election: staying patient as the vote unfolds
There is an established process for concluding the US election, but markets may be volatile along the way
Is it high noon for UK universities?
A number of establishments are thought to be struggling financially, throwing doubt across the future of the whole sector, but we still retain a preference for high quality, research-intensive institutions.
Airports versus toll roads – a novel reversal
While the Covid-19 pandemic continues to affect airports and air passengers, the impact is being felt to a lesser extent on roads.
Quietness on the edge of town.
Our fixed income team provide their weekly snapshot of market events.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Gareth Simmons
Implications of the global debt explosion
Global debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting liquidity into most parts of the world economy, the debt predicament is set for a worse path. We explore the implications for sovereigns, financials and corporates, particularly from the perspective of credit investors
UK real estate: weathering the Covid-19 storm
Reflecting the market optimism that was evident prior to the outbreak of the Covid-19 virus, investment transaction volumes for Q1 held up remarkably well in relative terms. However, investment activity was almost exclusively confined to the previous year. I
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
