Latest insights

3 July 2020 < 1 min

Making sense of the market recovery

The economic damage of COVID-19 has been severe, but a global recovery has begun. This week, CIO Guy Monson reviews the scale of the monetary and fiscal stimulus and examines the results of markets in Q2. Download the Global Strategy slides

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1 July 2020 6 mins

Is your portfolio ready for the post-COVID world?

Three of our analysts give us their view on the themes they're in charge of, and how the pandemic has emphasised the positive thematic attributes of our investments. Contributions from Alex Cobbold (Automation), Alex Hunter (Ageing), and Jeneiv Shah (Evolving Consumption) Regular readers of our website will be…

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29 June 2020 3 mins

Market news – 29 June 2020

Survey-based data improved The eurozone composite PMI increased to 47.5 in June (May:31.9, April: 13.6), marking a sharp recovery from earlier in the year but still indicating moderate contraction. The services sector drove the majority of the increase, +16.8 points to 47.3 over the month, whilst manufacturing rose…

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26 June 2020 < 1 min

Managing the aftermath of lockdown

As the UK government begins to ease lockdown and a sense of normality ensues, the outlook for investors still remains uncertain.   This week, CIO Guy Monson focuses on the speed and tempo of easing lockdown measures and the potential impact on the economy. Download the Global Strategy…

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