Economic and market insight
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.
News of a potentially viable vaccine is welcome, yet markets have rocketed back extremely quickly considering it is yet to be approved. With COVID-19 spreading rapidly once again, time is of the essence.
When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Our chief investment officer, Julian Chillingworth, ponders what it means for politics and investments.
England will soon plunge back into lockdown. It shouldn’t be as economically painful as the first time around, says chief investment officer Julian Chillingworth. But it won’t be good.
Halloween is stuffed full of potential frights this year and a bit light on the fun. Chief investment officer Julian Chillingworth tiptoes around Brexit, US elections and earnings season.
We all try to structure our financial affairs as efficiently as possible, so we have more money to do what we want with our lives. Yet sometimes our financial affairs start to affect the structure of our lives and our communities, notes chief investment officer Julian Chillingworth.
Biden has taken the edge in the polls but previous experience begs the question: do polls really matter? Our chief investment officer, Julian Chillingworth, mulls the possible outcomes of the US election and the effectiveness of the UK government’s spending packages.
The government started the fourth quarter with the political equivalent of a kitchen-sinking. Best to focus your attention elsewhere, argues chief investment officer Julian Chillingworth, like better-than expected economic data and the potential for monetary stimulus.
Paying extra for basics is a luxury for most people, argues head of multi-asset investments David Coombs. That’s why we must invest in companies whose technologies are driving down the cost of renewable options, paving the way for widespread change.
Capitalism is one of the most powerful forces in society’s arsenal, argues head of multi-asset investments David Coombs. It has lifted hundreds of millions of people out of poverty over the past 200 years. Time for phase two.
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
We’re all craving the end of lockdown and a bit of freedom. But Craig Brown, our multi-asset investment specialist, wonders just how many of us will be in the position to spend up large.
It looks like we’ll all be staying in this Valentine’s Day. But multi-asset fund manager Will McIntosh-Whyte is looking forward to some quality time away from the screens.
As China celebrates the Year of the Ox, our head of asset allocation research Edward Smith considers the health of the world’s second-largest economy – and the resulting implications for global trade and financial markets.
As you may have seen in your clients’ portfolios, the US dollar has been tottering a little lately. Head of asset allocation research, Ed Smith, asks if this is a short-term wobble or whether the dollar may lose its perch after decades of dominance?
As investors look ahead to a time when the pandemic will be over, Ed Smith and Sanjiv Tumkur, our respective heads of asset allocation and equity research, question whether equity markets are in the midst of a great rotation from ‘growth’ to ‘value’.