UK equities: it’s all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Outlook 2022: a year of considerable change
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Fixed income: from recovery to expansion
Gene Tannuzzo talks about an expectation that 2022 will see the market narrative transition to the traditional expansionary phase of the business cycle, and we round up the Macro/Government Bonds, Investment Grade and High Yield spheres
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Credit Threads #3: Central banks take centre stage
How should investors think about inflation and less accommodative monetary policy? Ed Al-Hussainy, Senior Rates & Currency Analyst, and Adrian Hilton, Head of Global Rates and Currency, discuss the US Federal Reserve and its intention to taper its asset purchases, and the inflation challenges facing central bankers globally.
Economic forecasts: Q3 2021
William Davies, CIO, EMEA & Global Head of Equities, on how the various regions have fared over the past three months as Covid restrictions have begun to be lifted, and what we as a business think might be in store as we look ahead
Credit Threads #2: Consumer balance sheets
In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.
Process is everything for Pan European Smaller Companies
The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Walking the delicate path to normalisation
In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Credit Threads #1: Financial conditions
In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
