Impact of Covid-19 on bonds and beyond
Brexit and Covid-19 among major tailwinds for sector
New series exploring one asset class each week
Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
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Praise for firm's approach to remote working
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.
Equity markets have rebounded over the past month as unprecedented monetary and fiscal stimulus has helped to prop up global economies.
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.
Just like lies, poor sustainability practices have a have a habit of coming back to haunt you.
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
To many investors, an economic recovery appears to be underway.
Gold miners offer best access
Infrastructure investment expected to increase
Investors should stick to their long-term strategic equity allocations
The only "free lunch" that investors will ever get is the ability to significantly diversify their portfolios, according to Legal and General Investment Management's (LGIM's) Justin Onuekwusi, who said the high number of small positions across his portfolios...
Low interest rate environment will benefit dividend income
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.
Mainstream investors are still looking elsewhere
The pet care market offers moderate but stable growth prospects, helped by a constant rise in pet ownership and increase in spending per pet.
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.
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.
The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.
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...