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Abenomics: more arrows in the quiver?
In this Q&A, Junichi Inoue, Head of Japanese Equities and portfolio manager for the Japanese Opportunities Strategy, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
COVID and tech: what have we learned as investors?
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.
Strategic Fixed Income: Japanification — Europe first and now the US
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.
Election insights: Healthcare gains an edge
How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.
A superfluous tweak to the Fed’s mandate
Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.
The regulatory and policy landscape for big tech
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
Innovation and government aid propel COVID-19 vaccines, biotech sector
New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.
ESG in COVID times: doing the REIT thing
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
RBA to markets: “We are still here”
Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.
What will it take to sustain the budding market recovery?
The elements that have fueled the market recovery and the factors that can help to sustain it.
Can the market’s immunity last?
With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.
Fed update: Stealth yield curve control?
Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.