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.
With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.
In this Q&A, Junichi Inoue, Head of Japanese Equities and Japanese Opportunities Portfolio Manager, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
In this video, Tim Gibson, Co-head of Global Property Equities shares his views on ‘the new normal’ practice of working from home as well as how offices will need to adapt to suit the changing work environment.