Overview
Environmental, Social and Governance
Performance
Key Facts
Fees & Charges
Full Portfolio Holdings
Literature
Fund Managers
Insights
12 marzo 2021
Renta variable
Markets
Global Chief Investment Officer
Relationships are not easy: US equities versus Treasuries
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Read time - 5 min
6 enero 2021
Renta variable mundial de los mercados emergentes
Global Head of Emerging Market Equities
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Read time - 5 min
20 marzo 2020
Renta fija
Head of Multi-Asset Strategy
Recession risks: Coronavirus + oil shock + what else?
Recession risks: Coronavirus + oil shock + what else?
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
Read time - 5 min