It’s the week of Valentine’s Day and I’m reflecting on some of the stocks I’ve had long-term relationships with. But I’m also turning my attention to some companies which are experiencing a distinct lack of love from the market.
Invesco’s Mike Shiao looks at the investment opportunities in China over 2022 and what a new era of common prosperity means for the country. Find out more.
Sovereign bond markets had a bad year in 2021. Are valuations in a better place as we start 2022, or is a defensive approach the order of the day? In this month’s video from the Henley Fixed Interest Team, Stuart Edwards addresses this question, before introducing the three main factors influencing markets. And all in under three minutes.
High cash levels could contribute to increased consumer confidence and corporate earnings. Margin pressure and stretched multiples may be a headwind, alongside shipping costs and supply chain challenges. Equities look more attractive to us than cash and fixed income over the long-term.
Invesco’s Randall Dishmon talks about what structural trends, he believes will create sustainable growth for global equities in the years ahead.
With a new year fast approaching, we sat down with the Henley Fixed Interest Team to hear their views for 2022. What are they most excited about? What challenges are on the horizon? And what can we expect from markets in the coming months?
Asian and EM equity markets have struggled for much of 2021, with exports growth slowing after a strong recovery and China-related concerns denting investor sentiment. The slow rollout of vaccination programmes in many emerging markets has slowed the recovery, particularly as new Covid variants emerged. Yet, conditions have started to normalise, and looking forward we find reasons to be optimistic.
Supply chain disruptions, rising wages and upward moves in commodity and energy prices are leading to short-term inflationary pressure – and a debate as to how transitory or sticky these inflationary forces are.
As we head into the final months of the year, there could be more trouble ahead for corporate margins. What impact could post-covid reopening and supply chain costs have and what other obstacles could disturb profits?
The UK has experienced a high level of headline inflation this year. But is this a short-term consequence of the economic bounce-back post-covid, or the start of a longer-term pick-up in price pressure?
Stakeholders at the government, institution and investor level are increasingly looking at ESG in a more granular way – seeking information on many other criteria considered fundamental to improving the planet, business practices and wider society.