Cats, rivers & regulation: the lowdown on Chinese equities

Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.

Global Sustainable Outcomes – News & Views Q2 2021

This issue looks at how different levels of vaccination and approaches to dealing with Covid-19 have led to some world economies lagging others, and explores how this year the climate crisis became real and what this means for businesses.

Japan’s software revolution is making up for lost time

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Despite being a global hardware leader, Japan is behind the curve on software. However, the use of software solutions by companies is at last picking up pace

Asia Quarterly Bulletin – Spring 2021

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In this issue we explore the Regional Comprehensive Economic Partnership, what Biden might mean for Asia and much more.

Maintaining a global focus: a Q&A with David Dudding

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.

Economic forecasts

William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?

Covid-19 index: when might life return to ‘normal’?

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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.

Style rotation towards value is a temporary phenomenon

Global

William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets

CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year

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.