Emerging markets: volatility doesn’t disrupt the process
Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.
Covid-19 index: activity recovers as Omicron fades
Normal activities begin to resume as restrictions are lifted and masks come off.
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.
Climate change to bear upon banks’ financial performance
For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Covid-19 index: when might life return to ‘normal’? – August 2021
As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.
Covid-19 index: when might life return to ‘normal’? – July 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.
Fashion eyes sustainability via the circular economy
The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change
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.
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.
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.
