Investment style rotations – growth versus value
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.
Are markets ahead of the economy and should they be?
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
Investment team updates – bullet points 19 June
Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Covid-19, markets and monetary policy
In this lockdown episode from the Eye of the Needle team, we talk to Toby Nangle, Global Head of Asset Allocation, and Nadia Grant, Head of US Equities. They dive into the impacts on markets brought about by the global Covid-19 pandemic, what it’s like managing money in such an environment, and how they see the future for Multi-asset and US equities.
Global Emerging Market Equities: an unexpected Q1
Looking back over an extraordinary first three months, and trying to gauge what the future might bring, we remain on the lookout for quality top-tier companies
Covid-19: what exactly is going viral?
The coronavirus outbreak is extremely complex, with the fear of the virus so far seemingly greater than its actual impact. The economic consequences, however, are very real.
Global Emerging Market Equities: Coronavirus update
As the virus outbreak spreads well beyond China, we remain constructive about the country and wider emerging markets, and are still actively looking for top-tier companies
International Women’s Day special podcast
In this special edition from the team behind Eye of the Needle, we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.
Weighing up potential market impacts from the coronavirus
As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected
Asian and Emerging Markets Equity update – 2019 overview and 2020 outlook
Krishan Selva, Client Portfolio Manager, discusses year end 2019 performance and the opportunities and challenges as we look out to 2020.
