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.
At the end of last year, I reflected that you “gotta have faith in low discount rates” for risk assets, such as equities, to continue to perform well in 2021.
Director of Responsible Investment Portfolio Management
Looking forward to a recovery with ‘green collar’ jobs
A competitive tension is building between countries not wanting to get left behind in the drive to reach zero carbon emissions targets. In light of this 2021 promises to be a seminal year.
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
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