Andrew Mulliner, Head of Global Aggregate within the Global Bonds Team, shares his views on the outcome of today’s Bank of England Monetary Policy Meeting.
An uneventful BoE monetary policy meeting
The great transition: demographic change in China
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
Growth? Value? Just fundamentals please…
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
Growth? Value? Just fundamentals please…
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
Fund Manager May Commentary – Lowland Investment Company
Laura Foll, co-fund manager of Lowland Investment Company, highlights the increased private equity takeover activity seen in May, the changes made to the portfolio and the encouraging trading updates from the portfolio’s holdings.
UK inflation forecast update: more upside surprises in H2
The Bank of England is facing an inflation headache despite help from a basket reweighting distortion, argues Simon Ward, Economic Adviser.
The right side of disruption
Disruption and innovation are accelerating. We help you harness the power of change.
Biopharma’s targeted approach to growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma. Portfolio Manager Andy Acker and Research Analyst Agustin Mohedas explain how the science could benefit patients and biopharma alike.
Fund Manager May Commentary – Henderson European Focus Trust
John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in May, his outlook for the region and highlights changes made to the portfolio.
The affordable care act lives on
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US