Affrontare l'incertezza legata al coronavirus
Le prospettive secondo i nostri team d'investimento, importanti considerazioni per gli investitori e aggiornamenti sulla continuità operativa da parte della direzione esecutiva.
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Internet companies: a lollapalooza of forces
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.
E l’inflazione?
John Pattullo, Co Head of Strategic Fixed Income, condivide le sue opinioni sulla domanda che i clienti pongono più di frequente in questo periodo: “E l’inflazione?”
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.
Investors need to think again about the role of government bonds
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.
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 (English)
Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.
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 (English)
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.
Tech revolution: is NVIDIA driving the next AI wave? (English)
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.
La grande rotazione
Paul O’Connor, Responsabile del Multi-Asset Team con sede nel Regno Unito, commenta i notevoli rialzi dei mercati nelle ultime settimane e analizza i fattori a suo avviso necessari per sostenere una ripresa a V.