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Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
Secular tech themes still intact
Despite the recent rotation toward cyclical stocks, Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
Can corporate cash drive further market growth?
Portfolio Manager Jeremiah Buckley discusses the growth decisions companies now face as they sit on record levels of cash.
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
‘Renewable, electric, digital’: the Fourth Industrial Revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Peak sentiment, peak growth, peak policy
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
Smartphones on wheels
There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.
The turn: high yield on the road to deleveraging
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Making sense of COVID-19 vaccine IP waivers
The Biden administration says it backs a proposal to waive intellectual property rights (IP) for COVID-19 vaccines. How could that impact future investment in biotech? Portfolio Manager Andy Acker explains.