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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 ...
Post-COVID-19, innovation in healthcare is here to stay
As the coronavirus pandemic has developed, we have been inspired by the coordinated response of healthcare providers, diagnostic testing companies and the biopharmaceutical industry.
Semiconductors: The brain enabling technology shifts
The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue
How COVID-19 has accelerated trends in the digital economy
Many companies at the centre of the digital economy have been well-placed to support life under lockdown
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 ...
Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery
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
Something for every view
The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...
May investment strategy - Economies begin to emerge
The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.