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What investors need to know about fintech
Five points that sum up the fintech industry.
A view from the markets – True Faith
Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.
How to blend factors to invest sustainably
How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors h ...
2020 Proxy Voting Season Review: Beyond ‘business as usual’
The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs, a ...
COVID-19: Why 2020 is not 2008 – the fund manager view
As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this will ...
US presidential election preview: You’re fired?
Outlook for the 2020 vote, and the potential economic and market consequences
Multi-Asset Investments views – August 2020 - Fiscal support firing on all cylinders
The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is begi ...
July Investment Strategy - And after the summer?
Europe has been enjoying a rare moment of outperformance recently.