Market GPS
Investment outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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A “monetarist” perspective on current equity markets – April 2021
Markets face monetary headwinds and a near-term industrial slowdown could dent earnings expectations, argues Simon Ward, Economic Adviser.
Monetary financing fuels red-hot UK money growth
UK money growth is pulling ahead of other majors, warranting relative economic optimism but concern about sterling and inflation, argues Simon Ward, Economic Adviser.
Nintendo: paving the way for positive play
Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Global money trends still cooling before US fiscal boost
Strong March PMIs reflect fast money growth in mid-2020 and industrial momentum is probably peaking, argues Simon Ward, Economic Adviser.
Emerging market equities: China’s “smart” opportunity
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Powerful factors coalescing for a rebound in U.S. travel and leisure
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Technology: solutions for a sustainable future in transport
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Health care’s innovation shifts into high gear
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Why should investors care about ESG?
Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.
ISG Insight – Bond market riot: Rates are rising but is it sustainable?
What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.
Will China spoil the global reflation party?
Chinese monetary policy is restrictive and could offset the boost to global growth from new US fiscal stimulus, argues Simon Ward, Economic Adviser.
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.