A bumpy ride higher for equities
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Konjunkturprognosen – 2. Quartal 2021
William Davies wirft einen Blick auf die Ereignisse in verschiedenen Regionen der Welt im 2. Quartal, von der Wirtschaftsleistung und den Konjunkturpaketen bis hin zum Tempo der Wiedereröffnung „Post-Covid“ und den Jobaussichten – und was dies alles für die Zukunft bedeuten könnte.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Fondsmanager-Interview: Festhalten an einer globalen Ausrichtung
Zu einem Zeitpunkt, zu dem die Volkswirtschaften auf eine Welt nach Covid-19 blicken und Inflationssorgen zunehmen, sprechen wir mit dem Manager der Strategie Global Focus darüber, was 2021 bringen könnte.
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store