News & Markets
141 news articles are available

Weekly Market Review 22nd February 2021
The latest news from financial markets

Weekly Market Review 22nd February 2021
The latest news from financial markets

Cross Asset Investment Strategy - February 2021
Find the latest edition of our Research team's monthly publication

Biden and Democrats Take Control
Biden and Democrats Take Control Despite Trump Protesters

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.

Investment Outlook 2021
“Marked by the most severe recession in modern history, 2020 was an unprecedented year. With the global pandemic continuing, we enter 2021 with a mildly positive outlook for the upcoming recovery, but with the assumption that the path to pre-crisis growth levels will be long and uncertain. Against this backdrop, investors should be ready to play rotations in their portfolios, favouring cyclical themes but also keeping a strong focus on quality. ”
