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.
Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
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
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Covid-19 index: when might life return to ‘normal’? – March 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.
Global Sustainable Outcomes, and how Covid-19 could change the world for ever
We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world’s biggest environmental and social challenges.
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
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
