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More reasons for optimism in US Q2 sector accounts
Strong household money growth and stable corporate finances are hopeful features of the latest US quarterly financial accounts, argues Simon Ward, Economic Adviser.
Global V scenario moving from forecast to fact
Successive V-shaped recoveries are playing out in global economic aggregates, with labour market recuperation likely to follow, argues Simon Ward, Economic Adviser.
A long-term view is the best tonic for digesting tech sector volatility
Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.
Abenomics: more arrows in the quiver?
In this Q&A, Junichi Inoue, Head of Japanese Equities and portfolio manager for the Japanese Opportunities Strategy, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
Why the cyclicals rally could extend
Traditional cyclical equity market sectors could sustain their outperformance of defensive sectors and start to overtake tech, argues Simon Ward, Economic Adviser.
COVID and tech: what have we learned as investors?
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.
US election insights: healthcare gains an edge
In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.
Strategic Fixed Income: Japanification — Europe first and now the US
John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.
A superfluous tweak to the Fed’s mandate
Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.
Are we entering the next commodities supercycle?
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the factors pointing to a potential multi-year supercycle for commodities and what this means for the opportunity in resources equities.
OECD leading indicators recovering, note statistical meddling
The OECD’s leading indicators are giving a recovery signal but users should be aware of a recent methodological change that has increased monthly volatility, argues Simon Ward, Economic Adviser.
Industrial output rebound bullish for equity earnings
Unprecedented GDP falls greatly exaggerate damage to equity market earnings, which are geared to rebounding industrial output, argues Simon Ward, Economic Adviser.