fund manager views
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...
Unigestion's Mollin-Elliott: What will drive the Japanese equity market over the next 12 months?
Fiscal stimulus and central bank intervention possibilities
CRUX's Ward: Why UK equities will come out of the Covid-19 crisis stronger
The onset of the current crisis has exposed fragilities in the global economy caused by a long obsession with efficiency, to the exclusion of all else.
David Coombs: Our 'abrupt turn' on UK equities
Deciding how best to ease the UK's coronavirus lockdown is proving as divisive as Brexit.
Uncertainty prevails: Attractive valuations exist but the risk of defaults is high
The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.
Tech stocks to continue powering ahead despite stretched valuations
The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.
PineBridge's Soon: Consumer spending, supply chain logistics and China's lockdown
During the 2008 Global Financial Crisis, recovery was largely in the hands of the governments bailing out troubled companies and providing liquidity to the system.
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