Coronavirus: Investment Team Weekly Update
Equities range update
How is consolidation transforming the payments industry?
The payments sector has experienced a significant amount of consolidation in recent years, with pure payment firms such as WorldPay and Visa establishing themselves as larger players in the industry ...
Why Short Duration strategies are a good option in this market environment
Last year was a strong one for fixed income total returns, despite the persisting low yield environment pushing some investors to question whether there is still any value in the asset class.
The lessons learned from this crisis could accelerate the behavioural shifts that will benefit companies within the Clean Economy
During March, the extent of the immediate social and economic implications globally of the COVID-19 have become increasingly apparent.
Fixed Income update
A view from the markets – Cash-flow
This is a locked-down musing on the impact that disrupted cash-flows have on different asset classes. While government revenue is undercut by the recession, government can still fund itself and repay ...
Mutualise or Trust the Printing Press
Our baseline of a 2 to 3% shock to GDP may be optimistic given the time it takes for lockdowns to curb the epidemic, especially when taking on board the the hesitant approach favoured by some key cou ...
The Evolving Economy: How companies are navigating long-term trends
New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the g ...