Covid-19 index: when might life return to ‘normal’? – June 2021
With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Economic forecasts
William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
The crowds are returning!
Investing in the UK has felt a little like the football experience we have endured over the past year: without the crowds it’s been a lonely game. However, at long last the crowds are coming back.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Covid-19 index: when might life return to ‘normal’? – May 2021
With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Covid-19 index: when might life return to ‘normal’? – April 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
