This week marks the rather grim milestone of a year since the World Health Organisation declared the COVID-19 spread a global pandemic. But with vaccines being rolled out and lockdown easing, we might be glimpsing the light at the end of the tunnel. The big question remains: what will the world look like when lockdown is over?
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The big difference between the vaccine rollouts and the scale of the stimulus measures across the world could result in a K-shaped global economic recovery, with much of the developed world booming but poorer countries continuing to struggle. However the
The world of zero interest rates presents a number of investment challenges and in our view calls for new ways of thinking in order to create new betas, new alphas, and new ways of constructing portfolios.
As lot happened in 2020 and there are lessons to be learned for all of us. 2021 brings opportunity, if you know where to find it.
The highly-anticipated jump in U.S. inflation has arrived. While the sustainability of the increase remains open for debate, recent readings have surged and market-based indicators continue to show a surprisingly prolonged increase in inflation expectations.
The prospect of a sharp pick-up in inflationary pressures isbeginning to concern investors. Our historical analysis shedslight on how stocks, bonds and other asset classes behaveduring periods when inflation takes hold.
Countries that have experienced financial stress frequently lacked the amount of publicly available data that financially healthier nations readily provide.
The President’s proposal would add fuel to infrastructure themes in clean energy, data growth and an economic recovery, potentially strengthening an already attractive environment for listed infrastructure businesses.
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