Portfolio Manager Luke Newman considers how the market for absolute return has changed in response to the spread of COVID-19, outlining his reasons to position for an economic recovery, while still focusing on capital preservation.
Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.
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.
Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.
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.
Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.
John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.