Covid-19 index: when might life return to ‘normal’? – May 2021
With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
Covid-19 index: when might life return to ‘normal’? – April 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
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
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Covid-19 index: when might life return to ‘normal’? – March 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
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.
US equities: two major themes in a stabilising economy
As we enter the recovery phase, the US equity team is working closely with our Fundamental Research team to analyse two major themes that will drive our sector positioning and stock picks over the coming months.
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.
2020 US election: staying patient as the vote unfolds
There is an established process for concluding the US election, but markets may be volatile along the way