Japan: Olympic host’s equity market is uniquely positioned
With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.
Japan’s software revolution is making up for lost time
Despite being a global hardware leader, Japan is behind the curve on software. However, the use of software solutions by companies is at last picking up pace
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Discover our market outlook for 2021
Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.
CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.