- The New Silk Road routes: Why investors should care
The New Silk Road routes: Why investors should care
Friday 24 July 2020
The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure (healthcare, water, power, telecommunications). Countries with fragile infrastructure have less capacity to handle crises, so they will need to increase their infrastructure investments. This is especially crucial in the context of health security and rapid urbanisation.
Global Investment Views - August 2020
As we enter the summer, conflicting forces in major equity markets have led to a period of temporary equilibrium between fear(risk of second wave, low bond yields, high gold prices) and greed (equities rallying as a result of economies reopening). The big question for investors now is: where do we go from here?
The Case for US Equities in Global Portfolios
The post-pandemic market reality accentuates the attractiveness of the US stock market. Similar to the period after the Great Financial Crisis, we believe the medium-to-long-term landscape once again favors companies with records of large-cap secular growth, stability and defensiveness. These characteristics define a much higher proportion of the US market relative to the rest of the world resulting in what we believe may be a more optimistic outlook for US equities.
Challenges and opportunities in US Commercial Real Estate
Coronavirus is disproportionately affecting different sectors of the US commercial real estate market, and driving major short- and long-term trends that have consequences for investors.Within major subsectors of US commercial real estate, we are negative on the outlook for retail and senior housing sectors, cautious on office space, and positive on the industrial sector.