Latest Insights
Can the market’s immunity last?
Global Head of Fixed Income Jim Cielinski discusses the outlook for bond markets and why he believes economic growth is likely to remain modest – yet positive – in the quarters ahead, justifying continued exposure to corporate bonds.
A more stable outlook for the European high-yield market
In this video, Corporate Credit Portfolio Manager Tom Ross discusses the outlook for the European high-yield market and why he expects it to be relatively stable in the months ahead.
Asia for dividends: comparatively resilient
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis.
The office: still relevant
In this video, Tim Gibson, Co-head of Global Property Equities shares his views on ‘the new normal’ practice of working from home as well as how offices will need to adapt to suit the changing work environment.
Investing sustainably through the COVID crisis
Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the global sustainable equity investing has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.
COVID-19: implications of rising cases in the US
Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.
For some tech giants, innovation no longer a dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
What a return to ‘normal’ could mean for equities
In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.
Sustainable investing shines during market gloom
During the first quarter of 2020 – when global markets contracted sharply – equity funds with sustainable investing mandates tended to outperform conventional funds, according to research from Morningstar. Hamish Chamberlayne, Head of Global Sustainable Equity, discusses the findings and why he believes sustainable investing could deliver durable growth for years to come.
A negative fed funds rate: not yet willing – or needing – to go “there”
Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.
Are near-term debt levels a distraction?
Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.