Francis Ellison
Francis Ellison

Francis Ellison

Client Portfolio Manager

Latest articles

September 2020

Pandemic poised to accelerate underlying trends

We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus
March 2020

European equities: Coronavirus market volatility - performance update

Markets are very weak and volatile, as you would expect with such uncertainty around the Covid-19 outbreak.
March 2020

European equities: Coronavirus market reaction

Our European equity team talk about the latest market impacts of the coronavirus, what sectors have been affected, and how we are positioning ourselves.

Latest articles

September 2020

Pandemic poised to accelerate underlying trends

We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus
March 2020

European equities: Coronavirus market volatility - performance update

Markets are very weak and volatile, as you would expect with such uncertainty around the Covid-19 outbreak.
March 2020

European equities: Coronavirus market reaction

Our European equity team talk about the latest market impacts of the coronavirus, what sectors have been affected, and how we are positioning ourselves.
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