UK sustainable equity – backing responsible businesses emerging stronger from the coronavirus crisis
The pandemic brought the S in environmental, social and governance investing more to the fore, and 2021 will see the fund looking at companies where underlying business models and growth opportunities are positioned for sustainable success
On diversification, sustainability and competitiveness…
An interview with portfolio manager Benjamin Moore on investing in
Europe, how he goes about looking at companies, and the events of
the past 10 months
UK equities: resurrection of the deplorable asset class!
The UK equity market has again been out of favour, but the arrival of three vaccines, the prospect of Brexit closure and shares trading at a massive discount provide the best opportunities for a decade
Style rotation towards value is a temporary phenomenon
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.
UK equities: in need of a vaccine!
The UK market might be the land that time forgot, but the best time to invest can be when it feels most uncomfortable. We would argue it is poised to recover strongly
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Investment team updates – bullet points 14 August
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.