The hottest equity themes in a post-pandemic world
It is already clear that the 2020 pandemic has given rise to a cycle of low growth and high debt.…
14/07/20
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Insights 1758
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Article
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Article
Tackling lower for longer with private debt and real assets
Investors seeking alternative and resilient sources of yield in the face of ‘lower for longer’ growth and inflation are increasingly…
14/07/20
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Podcast
Market weekly Private debt and real assets: a resilient asset class across cycles (podcast)
Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower…
14/07/20
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Emerging market equities Assessing the regional prospects
Even if we expect emerging market equities to outperform their developed market peers, country and sector differences, as always, will…
09/07/20
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Article
Big oil Staring down the barrel of an uncertain future
After three months of convulsions, the global oil industry appears to be stuck between a rock and a hard place…
08/07/20
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Article
Weekly investment update 8 July 2020
New outbreaks of coronavirus, taking the global case count to close to 12 million, are clouding investor hopes for a…
08/07/20
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Article
Emerging market equities reasons to expect another turning point
Emerging market equities have suffered another decade of underperformance versus developed markets. Recently, their underperformance has been more marked relative…
07/07/20
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Article
The inflation genie Understanding the drivers for the medium term
The COVID-19 pandemic has revived a familiar conversation about the inflation genie escaping the bottle. The speculation is similar to…
06/07/20
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Podcast
Market weekly Much too little inflation or too much inflation: which will it be? (podcast)
Whatever-it-takes spending programmes by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns…
06/07/20
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Video
Asset allocation video Riding the lockdown waves
In this month’s asset allocation video we provide an update of our views and our ‘U-shape’ recovery base case, discuss…
06/07/20