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Absolute return: is it time for a new path?
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
Value resurgence?
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
‘Renewable, electric, digital’: the Fourth Industrial Revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Is the inventory cycle peaking?
Companies will rebuild inventories during H2 but economic momentum is related to their rate of change, which may already be at or close to a maximum, argues Simon Ward, Economic Adviser.
Can corporate cash drive further market growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Global monetary update: ongoing slowdown, China bottoming?
Global money trends continue to suggest downside risk to consensus H2 growth forecasts but support could be coming from Chinese policy easing, argues Simon Ward, Economic Adviser.
Are Fed / ECB balance sheet shifts driving EUR / USD?
The recent rebound in EUR / USD may reflect an excess supply of dollars due to increased Fed net lending to the government but the tables may turn in H2, argues Simon Ward, Economic Adviser.
Vaccines prove their worth for global health care
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.