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Finding Financial Success After the “Shecession”
The job losses incurred during the pandemic impacted women disproportionately.
REITs: Potential for Innovation and Growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
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.
I Have Met the Enemy and They Are Me
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Can Corporate Cash Drive Further Market Growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
The Great Transition: Demographic Change in China
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.
Getting Plan Menus “Just Right”
Finding the middle ground between too conservative and too aggressive in retirement plan menus.
Peak Sentiment, Peak Growth, Peak Policy
Considering the prospects for markets as the global recovery gathers momentum.
Global Perspectives: The Outlook for Tech through the Economic Reopening
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.