CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.
Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
Biden passes 270: but what does the future hold?
While vote counting continues, Joe Biden has secured the 270 electoral votes needed to become the next president of the United States. But the narrow margin of victory and possibility that Republicans retain the Senate are likely to impact his administration’s potential policies.
2020 US election: staying patient as the vote unfolds
There is an established process for concluding the US election, but markets may be volatile along the way
Georgina Hellyer
Bronwyn Curran
European equities seen through an ESG lens
Threadneedle (Lux) Pan European Equities is formally adopting environmental, social and governance criteria – a natural extension of its successful approach
UK equities: in need of a vaccine!
The UK market might be the land that time forgot, but the best time to invest can be when it feels most uncomfortable. We would argue it is poised to recover strongly
US election 2020: what a Biden win might mean
We look at the possible outcomes for taxes and different sectors from a Democratic victory.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
