Views and Analysis

HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.

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Views and Analysis

Reflation? Taper tantrum?

The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?

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Views and Analysis

Impressive start to February

An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.

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Views and Analysis

Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their themes for 2021

Themes for 2021: Our global equities team has identified nine broad themes that position companies to take advantage of transformative, long-term trends. We’ve summarised them here.

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Views and Analysis

How bad is it?

Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?

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Views and Analysis

2021 – the year of convertibles

2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.

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Views and Analysis

Here we go again

The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?

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Views and Analysis

Unloved and undervalued: Not for much longer?

Prospects for UK equities appear highly favourable for 2021, generally and specifically so. Generally, macro-economic policy is unprecedentedly supportive for financial assets, with returns potential highest amongst equites where free cash flow growth is theoretically worth relatively more than ever before, hence equities are an attractive asset class and arguably the asset class of choice.

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Views and Analysis

2020 review and 2021 outlook

While many will remember 2020 as an annus horribilis, the large-scale roll-out of vaccines will put the global economy back on the growth track in 2021. Aside from its health consequences, the Covid-19 pandemic has shaken up our lifestyles, consumption habits and social relationships. It has also raised questions about how our democracies work and brought whole swathes of the economy and culture to their knees.

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Views and Analysis

Reasons to be Cheerful

We are exceptionally optimistic about stock picking opportunity given the rich mix of events at aggregate levels and issues at idiosyncratic or individual levels: in effect the ‘top down and bottom-up’ mix is hugely supportive for stock performance which, in our opinion, sums to the effect that we are in a bull market.

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Views and Analysis

Two schools of thought continue

There are still two clearly defined schools of thought – more normality in 2021 with the vaccine news and concerns about the efficacy of vaccine distribution and the impact this will have on global economies. Andrew Lake gives his insight into how this impacts fixed income markets as we approach the end of 2020.

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Views and Analysis

The New Normal

Read our Multi-Asset team’s insight into positioning Multi-Asset strategies in the new normal, where they outline their cautious yet optimistic approach and what the recent vaccine announcements mean for equities.

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Views and Analysis

Game changers for UK Equities

The post-Covid world had the three upside catalysts for UK equities - resolutions to the US presidential election, Brexit’s final resolution, and an end to Covid. These headwinds will soon disappear. Find out what this means for UK Equity investing going forwards.

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Views and Analysis

Is there light at the end of the tunnel?

The recent vaccine news is very positive and 2021 could be a solid year for some parts of fixed income, especially in areas such as the fallen angels. However, quality in this environment remains key. Andrew Lake provides weekly insight into global fixed income markets.

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Views and Analysis

A roller coaster week

US Presidential Election - certainty is good but all eyes are now on the Senate. Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

THE VALUE IN EUROPEAN CONVERTIBLES

Standing strong: Is there value in European convertibles? Renaud Martin and Célia Levy discuss the resilience of European convertibles during the pandemic and the rising activity in the primary market, which is driving new and diversified opportunities.

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Views and Analysis

The rocky road to election victory

The ‘Blue Wave’ is not coming and it looks increasingly likely that the US Congress will remain split. What next? Andrew Lake, Head of Global Fixed Income, outlines what this means in navigating global fixed income.

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Views and Analysis

Lockdowns and the US Election

Lockdowns are looming and the US Presidential Election is upon us. Andrew Lake, Head of Fixed Income, covers what this means for fixed income markets, the importance of the ‘blue wave’ in the US and why control of the senate is critical.

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Views and Analysis

Finding liquidity and quality

Daniel Moreno, Head of Emerging Market Debt, outlines why liquidity and quality are important ingredients today and tomorrow.

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Views and Analysis

What is sustainable quality in UK equity investing?

UK Equities: Balancing value and quality. Jeremy Hewlett provides insight into navigating the UK equity market to find sustainable quality and value.

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