Unified government puts fiscal stimulus, tax increases on table.
Schroders latest research re-opens the price/value debate. Advisers are reporting potential clients do not recognise the need for advice and are not prepared to pay much for it. Can an FCA paper assist?
What does the road to financial recovery look like and how can investors prepare for what lies ahead? Our investment leaders highlight the four factors to focus on in the coming months.
With a huge amount of uncertainty remaining, we assess the potential opportunities and pitfalls across asset classes
Positioning your portfolio for the challenges and opportunities ahead
Stewardship Report 2020
Applying active decision-making is key in an uncertain environment
Divided government likely would produce moderate policies.
Eaton Vance discuss how the likely prospect of a divided government, combined with the announcement of a COVID-19 vaccine, propelled floating-rate loans and other risk asset sectors sharply higher.
Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.
Efforts to achieve environmental goals may be consequential.
Asian economies have proved more resilient than Western counterparts due to their better handling of the Covid-19 outbreak and mixed capitalism models. Paras Anand, CIO for Asia Pacific gives his outlook for the region and discusses why he believes stability of earnings, greater intra-regional reliance and US dollar weakness will combine for a prosperous year ahead.
How the rules of investing in the large‑cap growth space have changed.
Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.
Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.
All Eyes on China to Drive Global Growth
In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.