Economy 2021: Global Economic Outlook
What kind of economic recovery can we expect to see in 2021?
Economics insights
Read our analysis of the latest global economic news and events. These insights provide the context for your investment choices and those of our investment teams.
Economy Covid-19: Thematic investing opportunities in pandemic times
The Covid-19 pandemic has dramatically altered not just the global economy but the world itself. Before the crisis, investors had already been pursuing thematic approaches to take advantage of trends in the global economy but a number of themes have emerged or accelerated over recent months.
2 October 2020
Economy Distorted market valuations mask compelling opportunities
It is worth remembering that valuations tend to be distorted in a post-recession world, but while economies recover from the COVID-19-related ‘sudden stop’, there are opportunities to be found.
2 October 2020
Economy “Risk on” for the long term
Taking a long-term bet against credit and equities now would be akin to betting against medicine, science, human ingenuity, and the direction of monetary policy. That’s not a bet we’re willing to take.
2 October 2020
Economy Podcast: Investment opportunities in the current macro environment with Alessio de Longis
Podcast: Investment opportunities in the current macro environment
18 May 2020
Economy Trade disruptions in China
Are trade woes the only headwind facing China?
13 January 2020
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