UK sustainable equity – backing responsible businesses emerging stronger from the coronavirus crisis
The pandemic brought the S in environmental, social and governance investing more to the fore, and 2021 will see the fund looking at companies where underlying business models and growth opportunities are positioned for sustainable success
Global emerging markets: gaining momentum
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
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
On diversification, sustainability and competitiveness…
An interview with portfolio manager Benjamin Moore on investing in
Europe, how he goes about looking at companies, and the events of
the past 10 months
Stock picking paramount in European small cap market
Managing money in a crisis can be challenging, but our long-term investment approach and valuation discipline have helped us take advantage of the market dislocation
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.
European equities – the peak of pessimism is behind us
The world is going to change in 2021! We will have had Brexit, there will be a new president in the White House, and Covid-19 vaccines will be in roll-out.
UK equities: resurrection of the deplorable asset class!
The UK equity market has again been out of favour, but the arrival of three vaccines, the prospect of Brexit closure and shares trading at a massive discount provide the best opportunities for a decade
Style rotation towards value is a temporary phenomenon
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
US equities: two major themes in a stabilising economy
As we enter the recovery phase, the US equity team is working closely with our Fundamental Research team to analyse two major themes that will drive our sector positioning and stock picks over the coming months.
