fund manager views
ETFs
Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
20 August 2020
•
2 min read
Emerging markets
The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.
19 August 2020
•
2 min read
UK
Equity markets have rebounded over the past month as unprecedented monetary and fiscal stimulus has helped to prop up global economies.
11 August 2020
•
2 min read
Investment Trusts
While the UK is moving into the next phase of the public health crisis, the economic ramifications suggest recovery is likely to be a long and challenging process.
10 August 2020
•
2 min read
ESG
Just like lies, poor sustainability practices have a have a habit of coming back to haunt you.
30 July 2020
•
2 min read
Asia
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
28 July 2020
•
2 min read
Multi-asset
To many investors, an economic recovery appears to be underway.
28 July 2020
•
2 min read
Investment
Investors should stick to their long-term strategic equity allocations
22 July 2020
•
3 min read
