Daniel Graña, Emerging Market Equity Portfolio Manager, believes that it is critical to have many lenses through which to identify the most compelling investment opportunities and highlights the importance of country analysis in emerging markets.
Luke Newman, portfolio manager on the UK Absolute Return Strategy, gives his thoughts on some of the risks and opportunities he sees – on both the long and short side – in the months ahead, as trade talks begin between the UK and EU.
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.
As the coronavirus spreads, some healthcare companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise. But Portfolio Manager Andy Acker says investors should not lose sight of the big picture.
The MSCI World cyclical sectors index last week briefly reached a new record relative to the companion defensive sectors index, seemingly ignoring a soft global economy and the negative impact of the coronavirus shock.
Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.
Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.
Disease treatment is changing rapidly, leading to new therapies and better long-term results for patients. Portfolio Manager Andy Acker and Research Analyst Dan Lyons discuss how these exciting advances are leading to new investment opportunities in healthcare.
Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.