Investment team updates – bullet points 4 September

Pensions Watch – November 2020

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Summer slumber soothes markets

Global map

Our fixed income team provide their weekly snapshot of market events.

Investment team updates – bullet points 14 August

Global map

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Investment team updates – bullet points 07 August

Global map

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Investment style rotations – growth versus value

Valuation BBBs and policy change

Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.

Are markets ahead of the economy and should they be?

Stock market numbers

Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.

‘Big Tech’ dominance puts index on shifting sands

Technology

The changing nature of an index driven by the rise of technology firms, which typically pay low or no dividends, has led to a large structural bias against income investors. So how do they prosper in such an environment?

Investment team updates – bullet points 19 June

Globe

Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Covid-19: what exactly is going viral?

Covid-19 - what exactly is going viral

The coronavirus outbreak is extremely complex, with the fear of the virus so far seemingly greater than its actual impact. The economic consequences, however, are very real.

International Women’s Day special podcast

World map

In this special edition from the team behind Eye of the Needle, we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.