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Beating the biotech blues
The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.
Is this ‘value’ rally for real?
With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.
UK Absolute Return: flexibility is the tool of choice for 2020
Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.
Brexit day: shift gets real
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
US equities: Staying focused on long-term growth themes in 2020
US equities portfolio managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.