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Coronavirus: does it change the outlook for Chinese equities?

Coronavirus: does it change the outlook for Chinese equities?

Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.

Strategic Fixed Income — where are bond markets heading in 2020?

Strategic Fixed Income — where are bond markets heading in 2020?

For John Pattullo, Co-Head of Strategic Fixed Income, the key question for 2020 is whether the decline in economic growth and inflation is coming to an end and whether we have an economic ‘soft’ or ‘hard’ landing.

European equities in 2020: staying selective

European equities in 2020: staying selective

In this Q&A, European equity managers John Bennett and Marc Schartz discuss the year ahead and the key themes that they look for when choosing companies for their portfolios.

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