Investment team updates – Bullet points 3 December

MarketUpdates

Latest news from around the investment desks.

Emerging market equities: an exciting universe

World map

Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes driving this universe, why it’s the most exciting time to be invested in EMs, and how we as investors navigate the opportunities and challenges posed by this large and diverse market

Investment team updates – Bullet points 19 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 5 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 22 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.

The case for sustainable investing in the UK

Sonal Sagar, Portfolio Manager, and Michael Hamblett, Analyst, look at the tailwinds for sustainable investing generally, the opportunities offered by the UK market and why the UK Sustainable Equity strategy is well placed to capitalise on this

Economic forecasts: Q3 2021

William Davies, CIO, EMEA & Global Head of Equities, on how the various regions have fared over the past three months as Covid restrictions have begun to be lifted, and what we as a business think might be in store as we look ahead

Climate change to bear upon banks’ financial performance

For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.

Process is everything for Pan European Smaller Companies

The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.