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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.
Is the inventory cycle peaking?
Companies will rebuild inventories during H2 but economic momentum is related to their rate of change, which may already be at or close to a maximum, argues Simon Ward, Economic Adviser.
Can corporate cash drive further market growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Why have copper prices reached all-time highs?
Copper prices have recently been hitting record highs. Portfolio manager Tal Lomnitzer explains why and discusses the implications.
Global monetary update: ongoing slowdown, China bottoming?
Global money trends continue to suggest downside risk to consensus H2 growth forecasts but support could be coming from Chinese policy easing, argues Simon Ward, Economic Adviser.
Are Fed / ECB balance sheet shifts driving EUR / USD?
The recent rebound in EUR / USD may reflect an excess supply of dollars due to increased Fed net lending to the government but the tables may turn in H2, argues Simon Ward, Economic Adviser.
Vaccines prove their worth for global health care
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
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.
The Great Transition: demographic change in China
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.
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.