Global Technology strategy - Positive contribution from digital specialists enhancing the work-from-home environment
During May, global equity markets continued to recover with the MSCI World index climbing 7.0% , whilst the technology sector outperformed with the MSCI World Information Technology Index gaining...
Robotech strategy - A number of areas of the strategy have seen elevated demand during this period
During May, the Robotech strategy performed strongly, continuing its rebound from the broad sell-off seen across equity markets in March.
Global Thematics strategy - Products and services from Connected Consumer and Automation themes appear to have expanded
Global equity markets continued to rebound during May and, whilst volatility remains elevated, it is well below its peak in March.
Iggo's Insight - Back for good?
The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen.
FinTech Strategy - The growth gap with financially and digitally weaker players will increase significantly
Global equity markets performed strongly in May, with the MSCI World ACWI up 5.1% and the S&P500 up 4.9% as economies in Europe and the US gradually started to ease their way out of the...
Digital Economy strategy - Strength in software, ecommerce and services to accelerate digital transformations
Global equity markets continued to rise in May, with the MSCI All Country World index gaining 4.4%.
Clean Economy strategy - Responsible Nutrition stocks are supporting the drive toward food security and safety
Global equity markets continued their strong performance through May.
How can fixed income investors navigate ongoing volatility due to COVID-19?
Nick Hayes says it comes down to active management, security selection and diversification of risks.
Insight - COVID-19 update: US policy response
The effectiveness and impact of the US policy response.
The next frontier of shopping will be live-streamed
Years before Covid-19 reared its hideous head and gave the world an urgent reason to shop from home, retail influencers were livestreaming inside of boutiques, offering product closeups and even...
Why gender equality and diversity could be a corporate requirement in future
It is largely accepted that gender diversity in business equates to good corporate governance – but we believe that for investors, it is fast becoming a corporate requirement. Here’s why.
Iggo's Insight - Garland Day
Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge...
Insight - Post-COVID-19, innovation in healthcare is here to stay
As the coronavirus pandemic has developed, we have been inspired by the coordinated response of healthcare providers, diagnostic testing companies and the biopharmaceutical industry.
Insight - Semiconductors: The brain enabling technology shifts
The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue
Digital Economy insight - How COVID-19 has accelerated trends in the digital economy
Many companies at the centre of the digital economy have been well-placed to support life under lockdown
EUROPEAN INVESTORS RALLY AROUND BIODIVERSITY
30 INVESTORS REPRESENTING MORE THAN €6 TRILLION CALL FOR CONCERTED AND TRANSPARENT CREATION OF IMPACT MEASURES RELATED TO BIODIVERSITY
UK dividends: weathering challenges, capturing opportunities.
In direct response to the COVID-19 pandemic, the current outlook for dividends paid by UK-listed companies looks rather gloomy.
How impact investing feeds the engine for the sustainability era
Impact investment can stir the soul. The idea of putting your money to work with entrepreneurs who are making the world a better place is deeply appealing, but in truth this is barely half the story.
Iggo's Insight- A view from the markets - Something for every view
The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are...
Global Short Duration strategy Strong rebound following unprecedented central bank stimulus
Despite historically weak economic data releases, credit spreads significantly tightened in April driven by the unprecedented accommodative monetary support from global central banks, a slowdown in...