In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team.
As the monetary support that has lifted the UK equity market since March 2020 is withdrawn, we expect company fundamentals to be key.
Value equities remain extremely cheap, and several catalysts that could drive a value rally are lining up.
Margins are set to come under pressure in 2022, but the key is to pick those businesses still able to grow their profits.
It’s easy to get swept along with popular narratives about society’s bogeymen, like the idea that social media is a force for evil. Oftentimes, these narratives say more about us than they do about the issue in question.
A net zero portfolio is a very different thing to achieving net zero in the real economy by 2050.
Simon Brazier gives an overview of the broad offering Ninety One’s quality team provides, be it UK, global, regional, growth or income. But it’s not all about the money. As long-term investors, Brazier and his team see social and environmental sustainability as one of the key requirements for the companies they invest in.