1204 insights found

The Evolving Economy

Global Technology strategy - An improved sense of confidence from companies, in contrast to the significant lack of visibility when they reported their last quarter

During July, the MSCI World index fell by 1.4% , although this was mostly currency related as the US dollar weakened. The technology sector outperformed, finishing the month slightly negative with t ...

Fixed income

Why might China’s property dollar bonds remain a resilient yield generator?

The Evolving Economy

Global Thematics strategy - Q2 2020 corporate earnings results have allowed management teams to articulate improved visibility for the second half of the year

Global equity markets performed well during July, supported by second quarter corporate earnings which have largely beaten expectations and, in some cases, have allowed management teams to articulate ...

The Evolving Economy

Longevity Economy strategy - Strategy outperformed benchmark as global equities continued to rally

The rally in global equities continued unabated as the MSCI AC World Index rose in July following on from the strongest quarterly performance since 2009 despite a pandemic that continues to grip the ...

The Evolving Economy

Clean Economy strategy - We see an increased emphasis in Europe on the importance of shifting to a circular economy

Global equity markets continued their strong performance through July. Growth has continued to outperform Value during the month, and investors continue to reward those sectors which appear to benefi ...

Fixed income

Fixed Income in COVID-19: Adapting to protracted low interest rates

The Evolving Economy

FinTech Strategy - Second quarter results were strong across the fintech universe

Although global Covid19 infection rates showed no sign of slowing down, global equity markets performed well in July on the back of strong corporate earnings and generally strong second half guidance ...

The Evolving Economy

Digital Economy strategy - Q2 2020 earnings season: companies within the portfolio are reporting mostly better than expected results

Global equity markets continued to rise in July, with the MSCI All Country World index gaining 5.3%

The Evolving Economy

Robotech strategy - We see significant investment activity in the warehouse automation space at the moment

During July, the Robotech strategy performed strongly, continuing its rebound seen during the second quarter of the calendar year.