- Weekly Fund Bulletin
Weekly Fund Bulletin
Welcome to the latest edition of our ‘Weekly Bulletin’
We are witnessing markets rapidly evolve as they react to new situations daily in these challenging and uncertain days. The focus of this weekly bulletin is keep you informed and up-to-date on how our Investment Teams are managing our range of funds in these unprecedented times.
With this in mind, we asked our Investment Teams to provide some insights into how they are managing our Flagship and Best Ideas funds, with a particular spotlight on:
We hope you will find these insights helpful, we will be keeping a close eye on the markets and providing regular updates. Please contact us if you have any questions.
Weekly update from the investment teams on our Best Ideas and Flagship funds
Investment Insight Blue Paper December 2020
Responsible investing expands further with green convertible bonds
The US election and Covid-19 vaccines: implications for the economy and markets
The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. With multiple Covid-19 vaccines showing promise, the US economy may surprise on the upside in 2021.
Early Christmas gifts to support year-end rally
As we approach year-end, markets can count on two pieces of news to propel some optimism. The first comes from the US, where the Biden victory, without a real Blue Wave, is seen by markets as the best possible outcome. A Republican, or even a 50-50 senate, would make it very hard for the new president to pass any extreme measures in terms of fiscal push, more drastic legislation or tax increases.