Market Monitor – 29 October 2021
Global stock markets have enjoyed a largely positive week, with shares in the US and Europe boosted by solid company earnings reports and easing fears of a coronavirus resurgence.
Market Monitor – 22 October 2021
It has been a mixed week for global stock markets with indices in the United States and China ending up ahead of their European counterparts.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Market Monitor – 15 October 2021
Stock markets around the world have made solid gains this week as recent fears over rising inflation and global supply chain blockages have receded.
Market Monitor – 1 October 2021
Stock markets around the world have ended September with a whimper, and many bourses have recorded steep losses this week.
Economic forecasts: Q3 2021
William Davies, CIO, EMEA & Global Head of Equities, on how the various regions have fared over the past three months as Covid restrictions have begun to be lifted, and what we as a business think might be in store as we look ahead
The case for sustainable investing in the UK
Sonal Sagar, Portfolio Manager, and Michael Hamblett, Analyst, look at the tailwinds for sustainable investing generally, the opportunities offered by the UK market and why the UK Sustainable Equity strategy is well placed to capitalise on this
Market Monitor – 24 September 2021
In a rollercoaster week, global stock markets have managed to claw back sharp losses as fears of a major debt crisis in China eased.
Walking the delicate path to normalisation
In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Climate change to bear upon banks’ financial performance
For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
