Ioannis Pantelidakis

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Director, Portfolio Manager, Factor Investments

Ioannis Pantelidakis, Director, Portfolio Manager, Factor Investments joined in February 2018. Prior to joining, Ioannis worked at Orbis Investments as a quantitative investment analyst and at Grantward as a portfolio manager, in both cases developing and implementing fully systematic quantitative strategies. Ioannis holds a BSc in Mathematics (first class) from the University of London (Queen Mary) and a DPhil from the University of Oxford, also in Mathematics.

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Macro views

Macro Update - 1 June 2020 Will markets suffer a second wave of selling? In his weekly Macro Update, Steven Bell explains why there is plenty on the horizon to disrupt markets this month.

Macro views

Macro Update - 26 May 2020 Encouraging numbers for some countries, but the UK still has a long way to go.

Responsible Investment

The ESG implications of COVID-19: Focus on food production Here we explore the food-related challenges of the COVID-19 crisis, and the role for investor engagement.

Macro views

Macro Update - 18 May 2020 Virus numbers improve - equities to follow suit: in his weekly Macro Update, Steven Bell talks us through an atrocious April, a more measured May, and the potential for positive profits by Q1 next year.

Macro views

Macro Update - 12 May 2020 Optimism fades as forecasts cut: in his weekly Macro Update, Steven Bell explains why forecasts are still too high and how the narrowing breadth could lead to a bear market.

Responsible Investment

COVID-19 and climate change An update on COVID-19’s impact on climate change

Responsible Investment

ESG Viewpoint: US Responsible Investment regulatory update Our view on the US SEC’s proposed responsible investment rule amendments

Macro views

Recovering from the Virus – 30 April 2020 To understand the outlook for financial markets, we need to assess the scale of the recession, consider the profile of the recovery, and what that means for corporate earnings. This all depends on the virus.

Macro views

Macro Update - 04 May 2020 Life after lockdowns: in his weekly Macro Update, Steven Bell discusses how countries are starting to ease their way out of lockdowns, and why there may be a second buying opportunity in equity markets

European Equities

The most useless results season ever? Sense check – quarterly results: David Moss, Co-Head of Global Equities, discusses Q1 results and what to expect from them.

Macro views

Macro Update - 27 April 2020 Looking beyond the lockdowns: in his weekly Macro Update, Steven Bell explores easing strategies, economic news and earnings results.

Macro views

Macro Update - 20 April 2020 Forecasting patterns for the virus and data: hits and misses – Steven Bell explains how the virus has followed expected patterns but economic and earnings forecasts have not

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