Research - How can President Biden tackle Climate Change?

The challenges Biden will face in reducing greenhouse gas emissions

UK Multi-Cap strategy The UK and European Union have finalised a trade agreement

Equity markets, particularly in the UK, rose strongly in December, buoyed both by optimism related to the imminent rollout of the Pfizer and Astrazeneca Covid vaccine and news that the UK and...

AXA Global Strategic Bond Fund Macro risks decline but lockdowns persist

Vaccine rollout begins but surge in global virus cases curtails opening of economies

Iggo's insight - Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Sterling Credit Short Duration strategy: The rally continues

December, supported by the start of coronavirus vaccinations in a number of countries, the announcement of a new $900bn fiscal stimulus in the US, and news that the UK and EU had finally struck a...

Global Short Duration strategy: The rally continues

Vaccine rollout started but coronavirus infections remained elevated

Home advantage for UK investors

UK Equities Webinar with Chris St John, Dan Harlow & Simon Young

UK Mid Cap strategy: Mergers and acquisitions remains a feature of the UK market

Equity markets, particularly in the UK, rose strongly in December, buoyed both by optimism related to the imminent rollout of the Pfizer and Astrazeneca Covid vaccine and news that the UK and...

UK Economic Outlook for 2021: Don’t look down

While a year “of two halves” is one of the more hackneyed economic outlooks, rarely has it felt more appropriate.

Global Thematics strategy: 2020 delivered performance, and we believe our themes can play out stronger in 2021

Equity markets rose in December as several COVID-19 vaccines were approved

Longevity Economy strategy: Strategy outperformed in December, buoyed by strength across all sub-themes

The strategy outperformed its benchmark, with positive contributions from all four sub-themes

Robotech strategy: Japanese industrial robots orders showed signs of healthy growth in Q4 2020

Equity markets rose in December as several COVID-19 vaccines were approved

FinTech Strategy: Covid19 accelerates shift from cash to digital payments

Global equity markets rose in December with the odds of the pandemic finally coming under control at some point in 2021

Research - RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Tomorrow Augmented How will digitalization create a more resilient post-pandemic world?

In partnership with Bloomberg we examine what the increased speed of digital progress could mean for investors.

Tomorrow Augmented The future of autonomous vehicles: China in the driving seat

The shift to a more digitally enhanced way of working and living has quickened the pace of development towards a driverless future.

Iggo's insight - Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.