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.
What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.
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.
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.
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.
UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose Prime Minister. After continually refusing to rule out suspending the UK Parliament – known as prorogation, Prime Minister (PM) Boris Johnson has now done so, using an administrative process by asking the Queen