Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
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You asked, we answer. On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.
Joe Biden’s presidency is expected to bring increased momentum on tackling climate change. Carbon intensity is likely to become an increasingly important metric in investment decisions.
Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.
A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.
Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.
Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets.
Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.
Explore our 2020 US election analysis, covering poll interpretation, Covid-19, Republican versus Democratic victory prospects and investment implications.
While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.
The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.
Rising production and collapsing demand is causing an unprecedented glut in the oil market. Discover how COVID-19 is impacting the oil industry worldwide.
We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.
Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
US economic indicators across the board have deteriorated, but are not yet indicating a recession is imminent.
We discuss how ESG factors are affecting the investments process and the ways in which investors can include these factors in their investment decisions.
The value of investments may go down as well as up and investors may not get back the full amount invested.
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