LATEST INSIGHTS
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.
So… what about inflation?
John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”
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.
China: a steady early recovery but a moderation expected
In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.
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.
Fed Watch: despite high marks, Fed still has issues to resolve
Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.
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?
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode 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.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
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.