John Pattullo, Co-Head of Strategic Fixed Income, shares how the Strategic Fixed Income Team continue to carry out their day to day jobs successfully, albeit from home, remaining focused on their client outcomes.
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.
As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.
Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.
Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney. The road to