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.
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
A bizarre year of win-lose outcomes in Asia Pacific ex Japan
Much of the region recovered quite quickly following the pandemic, while domestic China developments and the prospect of a new US administration mean 2021 could potentially deliver more win-win outcomes.
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