Knowledge and insight

Listen to Edward Smith, Head of Asset Allocation Research, sharing his views on the markets and how we are continuing to manage portfolios during this unprecedented time.

Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidly in the emerging world, notes chief investment officer Julian Chillingworth, and there’s still a chance of a second wave in the West.

A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up in COVID-19.

America seems chaotic from the top down. Yet, if you look hard at the bottom – main street – you can get a better idea of how the US is faring, argues chief investment officer Julian Chillingworth.

While we’re all theorising about whether looking at a castle is the best form of optometry, really important issues are going unaddressed. Chief investment officer Julian Chillingworth stays focused on what matters.

Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.

Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery. 

Markets are experiencing extraordinary levels of volatility on the back of COVID-19, but how has the ESG sector been affected, and what could the coming months hold? David Harrison Global Sustainability Fund Manager discusses in this Asset TV Masterclass video.