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Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
COVID-19: Understanding the science & investment implications (Part 5)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Residential real estate: stay home, stay safe
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
The case for high yield bonds
Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.
Energy companies choose different paths through crisis
In a disrupted environment, energy companies are being forced to adjust in the short term while staying mindful of positioning for future growth.
A healthy outlook for US banks
Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.
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Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
After the Crisis: Finding long-term value in small-cap stocks
Identifying small-cap companies that can survive the crisis and deliver value over the long term.
COVID-19: Understanding the science & investment implications (Part 4)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
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Quick view: the MPC maintains its stance
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.
COVID-19: Understanding the science & investment implications (Part 3)
A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
COVID-19 and the impact on sustainable investing
How the COVID-19 pandemic could support a low-carbon economy and favor companies sitting on the right side of sustainability.