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With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.
Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.
Economic growth is likely to disappoint in H2 2021 but Chinese policy easing could contribute to a recovery in global real money expansion, improving prospects for H1 2022, argues Simon Ward, Economic Adviser.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.
Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
Global monetary data surprised negatively in Q2, suggesting dimming economic prospects unless China eases soon, argues Simon Ward, Economic Adviser.
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
