Key themes to look out for beyond Q2
FEET bought Tencent during Covid sell-off
How Washington has an edge over Beijing
Weekly review of the best performing funds
Outperformers to look out for
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Chinese stocks can climb higher
Gold miners offer best access
Big questions for the City to answer
EM countries well-placed to ride out pandemic
Trust will become China vehicle
Equities flows YTD remain negative
Relationship is 'preliminary due diligence'
Market breadth in S&P 500 has 'never been so narrow'
Eight emerging market managers give their thoughts
Diversification, dispersion and harnessing volatility
Global Income fund overweight in mega-cap US stocks
Finding the best opportunities
How to invest sustainably in a post-Covid-19 world
As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...
Is the worst really behind us?
Major dividends being cut in developed markets
US-listed Chinese companies under the spotlight