fund manager views
Deep Dive into property: Brexit and Covid-19 headwinds reveal uncomfortable home truths
Assessing the sector's chances over the next year
Deep Dive into emerging market equities: Good time to invest in the sector during pandemic - or not?
Opinion mixed over sector's opportunities
Deep Dive into absolute return: Time to step outside traditional asset classes?
New series exploring one asset class each week
Deep Dive into global equities: Ready for a K-shaped recovery?
New series exploring one asset class each week
Will the recovery of Chinese equities continue?
Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
Emerging markets and the 'looming spectre' of rising inflation
The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.
Franklin Templeton's Morton: Welcome and necessary policy could lead to difficulties
Equity markets have rebounded over the past month as unprecedented monetary and fiscal stimulus has helped to prop up global economies.
Guy Anderson: UK recovery is likely to be a long and challenging process
While the UK is moving into the next phase of the public health crisis, the economic ramifications suggest recovery is likely to be a long and challenging process.
The Boohoo fallout: Poor sustainability will always haunt investors
Just like lies, poor sustainability practices have a have a habit of coming back to haunt you.
Three bull and bear points for investing in Japan
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Global equities bounce back: Is an economic recovery underway?
To many investors, an economic recovery appears to be underway.
Covid-19 and its impact on global investment opportunities
Infrastructure investment expected to increase
US equities: Is market-based enthusiasm unfounded?
Investors should stick to their long-term strategic equity allocations
Is bank capital the next frontier for ESG?
BBVA issued the first ever Green Additional Tier 1 (AT1) bond on July 7, and immediately sparked a spirited debate among the TwentyFour team over how green bank capital can be.
Why airlines are 'attractive value opportunities'
Markets change, but human nature does not. This year's pandemic-induced swings in sentiment have created opportunities to buy best-in-class cyclical businesses in unloved industries.
Why 'old school Japan' is disintegrating
Mainstream investors are still looking elsewhere
Overlooked global sectors: The resilience and growth potential of pet ownership
The pet care market offers moderate but stable growth prospects, helped by a constant rise in pet ownership and increase in spending per pet.
Not all companies that have suspended dividends are high risk businesses
How should investors behave in the current environment? There are many studies that show high yielding shares have historically provided superior total returns compared to the broad UK market.
Central bank support for credit markets may help them outperform equities
Firstly, equities. The companies we invest in continue to pay their dividends, even when many others are cutting or suspending theirs and/or raising equity.
Navigating a 'large but temporary' shock in markets
The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.
Investing in fixed income: Where to be cautious and where to buy
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...
