811 insights found

Investor thinking

Global Technology strategy - Positive contribution from digital specialists enhancing the work-from-home environment

During May, global equity markets continued to recover with the MSCI World index climbing 7.0% , whilst the technology sector outperformed with the MSCI World Information Technology Index gaining 10. ...

Iggo's insight

Back for good?

The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen ...

Research & Investment Strategy

How can fixed income investors navigate ongoing volatility due to COVID-19?

Nick Hayes says it comes down to active management, security selection and diversification of risks.

Research & Investment Strategy

COVID-19 update: US policy response

The effectiveness and impact of the US policy response.

Responsible investment

Why gender equality and diversity could be a corporate requirement in future

It is largely accepted that gender diversity in business equates to good corporate governance – but we believe that for investors, it is fast becoming a corporate requirement. Here’s why.

Iggo's insight

Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...

Responsible investment

COVID-19: Has your workplace changed forever?

The COVID-19 crisis threatens long-lasting changes to the way we work. It is affecting employees and employers everywhere.

Rosenberg equities

Global Factor Views

Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...

Fixed income

High yield: Opportunities on the rise as the fallen angels descend

The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis