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For some tech giants, innovation no longer a dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
Keep the seatbelts fastened
Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.
Breaking the link: GDP declines and default rates
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.
Sustainable investing shines during market gloom
Research shows that 70% of sustainable equity funds ranked in the top half of their Morningstar category during the first quarter of 2020. Here’s why.
What a Return to “Normal” Could Mean for Equities
In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.
The shape of credit
Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.
Winners and losers from the falling oil price
Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.
Despite high marks, Fed still has issues to resolve
Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.
The big rotation
Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.
Tech revolution: is NVIDIA driving the next AI wave?
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.
Accelerating and emerging trends within U.S. equities
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.
Investing in health care post COVID-19
Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.