Feature
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.
Charteris CEO: More big gains ahead for gold investors
Investors who have sat out the bull market in precious metals may wonder if they have missed the train.
UK dividends to fall by a third this year: Picking the right stocks for income
2020 will be remembered by UK income investors for decades to come.
UK economy is paused, not suffering a hard reset
Following the financial crash of 2008, investors have benefited from a decade of bullish markets, and while there were indications that a slowdown was on the horizon, economic stasis caused by a flu pandemic was not on anyone's radar.
Which emerging markets have been ahead of the coronavirus curve?
Emerging markets have underperformed global and developed market indices over the past ten years, in spite of having greater opportunities for earnings growth.
What impact will the furlough scheme have on UK equity investors?
A steep contraction in the UK economy is all but inevitable. Indeed, the latest survey data points to a sharp drop in activity since the start of the Covid-19 crisis.
Is coronavirus uncertainty now priced into UK equities?
With the UK facing the prospect of the sharpest drop in economic activity for more than 300 years, now seems a challenging time to be searching for growth.
Real estate infrastructure: The 'ugly duckling' of investment?
Industrial real estate was historically the grafter of the real estate market, the small, often hidden part of a manager's portfolio.
The outlook for UK housebuilders after the pandemic
Covid-19 and the measures taken to contain it have caused an extraordinary level of operating losses, debt accumulation and dividend cancellation across the UK equity market.
The cure must not be worse than the disease
While new coronavirus cases are plateauing, although not yet declining significantly, countries in Europe are beginning to judge the economic pain wreaked by Covid-19 containment measures to be worse than the infection itself and are shifting focus slowly...
