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Schroders
December 28, 2020
Schroders: Outlook 2021: Private assets
Private assets continue to attract capital as investors seek better returns. We think private…
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AXA IM
December 28, 2020
AXA IM: A brighter future is possible
Policy support and hope for a vaccine enabled a defensive bull market to develop post-March 2020.
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AXA IM
December 21, 2020
AXA IM: Looking beyond the winter
The good news of the vaccines insures us against indefinite “lockdown/reopening” cycles, but we do…
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Schroders
December 17, 2020
Schroders: What next for healthcare investing after Covid vaccine success?
With three Covid-19 vaccines proving effective, we ask fund manager John Bowler and Data Insights…
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Capital Group
December 4, 2020
Capital Group : 'New defensive' investments in three charts
Traditionally, defensive stocks and sectors are ones that have been able to retain value despite…
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Schroders
December 1, 2020
Schroders: Has the euro's time come to shine?
The stage could be set for a period of strong performance for the euro, thanks in no small part to…
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Schroders
November 25, 2020
Schroders: What does US-China decoupling mean for emerging markets?
As ties between the world’s superpowers continue to loosen, we look at the implications for…
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Schroders
November 18, 2020
Schroders: Is sustainable infrastructure the best way to tackle climate change ?
The emerging market need for huge amounts of infrastructure spending must be met sustainably for the…
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Capital Group
November 16, 2020
Capital Group : U.S. election results bring policy priorities into focus
Now that the results of last week’s U.S. elections are coming into focus, investor attention is…
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Schroders
November 4, 2020
Schroders: US economy could face standstill as uncertainty reigns
Keith Wade, Chief Economist, Schroders discusses why stimulus hopes are fading as the result of the…
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Schroders
October 28, 2020
Schroders: Five trends to watch in China’s consumer sector
The near term focus understandably remains on Covid-19 and its global impact. But once the pandemic…
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Capital Group
October 28, 2020
Capital Group : Recovery watch: When will growth return?
COVID-19 has forced economists to become students of virology. “The virus is the economy,” says…
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