In this issue we explore the Regional Comprehensive Economic Partnership, what Biden might mean for Asia and much more.
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store.
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Our fixed income team provide their weekly snapshot of market events.
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.