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Fed to the market: one step closer
With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.
Global Sustainable Equity: news and opportunities (January 2022)
Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
UK equities – the ultimate value market?
Portfolio manager Indriatti van Hien discusses why undervalued UK stocks have never looked more compelling.
Global technology markets seek normalcy in 2022
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
The outlook for large cap US growth equities through renewed volatility
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
The necessity of yield in 2022
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Global bonds: a very narrow path for monetary policy
Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Are we there yet? A slow and steady recovery for Asian growth expected
Andrew Gillan provides his views on the growth prospects for Asian equities in 2022.
UK equities: an income recovery story still playing out
UK equities earnings and dividends recovered strongly this year, but cost inflation is a key risk for earnings growth in 2022, according to portfolio manager Laura Foll.
Global tech: driven by strength of secular themes in the real world and beyond
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
European Equities: stay the course in 2022
Could value be where the opportunity lies in European equities in 2022?