Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office, discusses the outlook…
26/04/21
Long-term growth trends and innovation continue to create demand for healthcare at a rate that exceeds the pace of economic…
26/04/21
Is the reflation trade that favoured value stocks, cyclicals and small caps already over? We do not believe so. The…
26/04/21
In our latest equity outlook, we examine the critical issues investors should consider with regard to equity markets. During first…
26/04/21
Strong economic data over the last week in the US and Europe has reinforced the view among investors that the…
21/04/21
China’s economy grew robustly in the first quarter of 2021, at least on the face of it. However, underlying growth…
20/04/21
Green bonds have grown and matured as a fixed-income segment over the past decade. The need for climate action has…
19/04/21
Issuance of green bonds began more than 10 years ago in response to (institutional) investor concerns about climate change and…
19/04/21
This year’s Earth Day lands upon a shaken world: As mankind seeks a return to a form of normalcy, simply…
19/04/21
The US inflation picture is complex: upward pressures have remained muted, but base effects and possible supply constraints amid a…
16/04/21
