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.
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
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.
CPI inflation is likely to overshoot the Bank of England’s (raised) forecast for Q4 2021, reflecting stronger food prices, a larger-than-expected VAT normalisation effect and rising core pressure stemming from monetary excess, argues Simon Ward, Economic Adviser.