Emerging market equities: identifying the key long-term trend
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Investment team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
Balancing act – India’s journey to net zero
COP26 saw India commit to achieving net zero by 2070. We explore its proposed route and the challenges it faces.
Monetary policy and the yield curve
Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.
Outlook 2022: a year of considerable change
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Less bezzle, more sparkle in the UK!
In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
A bumpy ride higher for equities
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
European equities: Stock selection guided by razor-sharp research will be the holy grail
We look at 2022 will be a stop-start year across financial markets, with European political leadership adding to the mix. But, as ever, there will be opportunities for clever stock selection.
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Global Sustainable Outcomes – News & Views Q3 2021
We look at the economic consequences of shutting down the world and then hitting the restart button; as well as the issue of increasing water scarcity around the globe and the social and economic costs of finding solutions to this.
