Macro events fuel energy debate
Is a more balanced market around the corner?
Supply and demand issues have hit funds hard
Crude futures seesaw between negative territory and recovery
Due to 'adverse moves in oil futures' market
Price target raised by 50%
Life after the crisis
Cyclical and structural opportunities
Long-term capital growth
Forecast beyond Covid-19
The speed and scale of the market decline has been the defining feature of this market downturn, although this has been matched in unprecedented rapidity of response by both central banks and governments.
Health-driven not financial-driven crisis
The Covid-19 pandemic has resulted in enormous uncertainty regarding the outlook for the global economy and markets.
Thoughts on UK equities, gold and emerging markets
Ian Jensen-Humphreys joins as portfolio manager
UK equity funds worst hit
Absolute Return fund up 22.6% YTD
Looks to harmonise approach across EU
Two new products due out this year
Saudi/Russia disagreement has had 'huge impact' on markets
Splits views on fund types
Focus on downside risk
Over £5bn currently suspended