Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
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.
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
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
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
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.
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.
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Investment style rotations – growth versus value
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.
