With Covid cases falling, excess household savings and US fiscal stimulus should provide the fuel for a stellar second half of 2021 for developed economies. But roaring growth could also bring risks.
Explore the strategies tha can help investors maintain income and diversification in a post-Covid world of low interest rates and negative government bond yields.
Building resilient portfolios in the post-Covid world will require a flexible approach, and a willingness to explore opportunities outside of traditional bond and equity markets. Maria Paola Toschi, Global Market Strategist, considers the impact for investors.
The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present.
We provide the data investors should be focused on – the latest virus and vaccine statistics, high-frequency activity and unemployment data, with charts updated twice a week.
After a strong start to the month, most equity markets gave up their gains as the month came to a close. Developed market equities ended the month down 1%, although emerging markets significantly outperformed, ending January up about 3%. Initially, the global roll out of vaccinations and the promise of further fiscal and monetary stimulus helped the market to overlook concerns about virus driven restrictions. Stimulus expectations rose after the surprise Democratic sweep in the run-off election for the two Senate seats in Georgia, which completed Biden’s blue wave.
Karen Ward, Chief Market Strategist, previews this quarter’s themes and invites you to use the Guide to help navigate the investment landscape.
Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.
The highly unusual nature of the Covid-19 recession has created stark differences between winners and losers. From a macro perspective, service sectors have suffered disproportionately from social distancing restrictions.
We monitor the investment implications of the coronavirus outbreak, using high frequency data to track infection rates and assess the economic repercussions. Updated every 48 hours as the story develops.
A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.
Global markets and multi-asset portfolios
Review of markets over October 202002-11-2020
This year’s US election campaign has been full of twists and turns and our dedicated website covers the key questions that investors need to consider ahead of 3rd November.
Karen Ward and her team recently explored the key trends and themes that are likely to shape the global markets in the coming months. Karen was also joined by Austin Forey, Senior Investor for Emerging Markets, who gave his insight and views on the impact of Covid-19 across this diverse asset class.
Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.
Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.
The spread of the coronavirus and its impact on global economic activity has materially changed the investment outlook for 2020. In this piece we provide a framework for tracking infection rates globally and monitoring the impact on economic activity.
As the coronavirus outbreak makes it even harder to find low-risk income, Global Market Strategist Hugh Gimber explains why equity income should remain a key component of any balanced income-oriented portfolio.
At the start of the year, sustainability was at the top of the political agenda, with new climate initiatives ranging from the organisation of the COP 26 to the launch of the Green Deal in Europe. Sustainability was on the trajectory to the mainstream, with asset managers prioritising the integration of material environmental, social and governance (ESG) factors into existing investment solutions, while the development of new sustainable investment solutions continued to accelerate in response to ever-growing investor interest.