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31 July 2020 2 mins

Market news – 31 July 2020

GDP data shows impact of lockdown on economies across the world US GDP fell 32.9% at q/q annualised rate in Q2, representing the largest quarterly decline in post-war history but largely in line with expectations given government lockdown measures (consensus: -34.5%, Q1: -5.0%). Consumption fell by 34.6% q/q…

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31 July 2020 6 mins

What might tighter lockdowns mean for global markets

As the infection rate upticks, and the tightening of lockdown measures affect some regions, we are seeing a slight slowdown in recovery. What does this mean for financial markets and, in particular, income and dividends?  Download the Global Strategy slides

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27 July 2020 4 mins

What is the Digital Opportunities Fund?

In a nutshell, the Digital Opportunities fund is a concentrated single-theme equity fund that invests in the most interesting opportunities within our digitalisation theme. Can you tell us more about digitalisation? Digitalisation is one of our five themes and represents the rapid acceleration in the adoption of digital…

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27 July 2020 2 mins

Market news – 27 July 2020

Euro area heads of government meeting yielded an impressive raft of joint fiscal measures The Four “Pillars” of the agreed funding total €1.29 trillion. This comprises enhancement of the European Stability Mechanism (ESM) which lends to euro area sovereigns in distress – funds made available with relatively light…

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