Robert Plant, Director takes a detailed look at the Q2 earnings season and explains what has been driving equity markets higher, and what this means for multi-asset portfolios.
Paul Niven talks through four challenges for multi-asset investors and explains how they can navigate them in their portfolios.
Discover two sustainable themes Simon Holmes, Portfolio Manager, is actively excited about from both an impact and investment perspective.
The social impact from the pandemic has been unparalleled, and the subsequent governmental response has been unprecedented.
Incorporating environmental, social and governance (ESG) issues into investment portfolios is quickly moving away from a nice-to-have to a must-have.
On 23 March 2020, with less than 400 recorded Covid-19 deaths, the UK officially went into its first lockdown. We reflect on how various asset classes have fared.
The current US earnings season has seen many companies better expectations but does this bode well for share prices from here? We assess whether some investors are too bullish and argue the case for focusing on fundamentals and thinking long term.
There is a long way to go in the fight against the virus, but as the lockdowns and vaccine roll-outs continue, there is the collective hope that we will see some move towards ‘normality’ as the year progresses.
The roll-out of vaccines sets the stage for a recovery in growth during 2021 with government and central bank policy providing additional support.