A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.

Changing monetary environment sets the backdrop for a year of change in 2022

2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.

Investment team updates – Bullet points 3 December

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 19 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 5 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 22 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.

China is making good RI progress, despite its contradictions

Asia Quarterly Bulletin Winter 2020 banner

China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt capacity of its nearest competitor over the past decade both in terms of wind and solar power, but at the same time it has seen the highest coal capacity additions over the same period – nearly quadruple that seen in India.

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?

Covid-19 index: when might life return to ‘normal’?

people on shopping street

With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.

Developing capital markets make China an exciting option

china-crowd-people-night

With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities