There are 79 item(s) tagged with the keyword "global".
Displaying: 31 - 40 of 79
A critical look at the factors underpinning recent market moves suggests that the current disconnect between the positivity of Wall Street and the sobering economic reality of Main Street will converge. We outlines three things investors should consider when positioning for this phase and why this could be good news for active investors.
We recently surveyed our team of analysts across the globe to get the on-the-ground view of what they’re hearing from companies. This month’s findings reveal the rising dispersion across and within sectors, as well as the profound impact the Covid-19 crisis will have on how companies approach social issues. What would a move to stakeholder capitalism mean for company margins?
While the global market sell-off in March appeared indiscriminate, our proprietary ESG ratings highlighted that higher-rated companies outperformed their lower-rated peers. Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as we emerge from this crisis.
Are central banks doing enough to bolster their economies to ensure recovery once we know a path out of the pandemic? With news that both the European Central Bank (ECB) and the Fed hold steady for now on their policy movements, Fidelity’s Head of Global Macro and Investment Strategy, Anna Stupnytska outlines what that means for global economics.
The plunge into negative prices for US WTI oil produced some shocking headlines, but it is due to a technical effect of the futures market. James Trafford, Analyst & Portfolio Manager explains what the technical drivers are behind the oil price.
Global health, monetary and fiscal policy has been rightly focusing on limiting the worst impacts of the coronavirus outbreak over recent weeks. Paras Anand, CIO Asset Management Asia Pacific, takes a step back and assesses the longer-term ramifications for businesses in terms of taxation, regulation and unexpected shifts in the jobs market.
The UK equity market is one of the longest-established equity markets in the world. A FTSE listing is seen as a badge of honour for companies worldwide. And yet, as we continue into 2020, UK equities can lay a reasonable claim to being one of the most misunderstood asset classes. This offers a compelling opportunity for long-term investors.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from an asset allocation perspective.
As ESG considerations continue to inform investors’ decisions, Rosanna Burcheri, co-manager of the Artemis Global Select Fund, discusses the merits of investment managers taking a pragmatic approach.
The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.
Displaying: 31 - 40 of 79