Portfolio Manager Jeremiah Buckley discusses the growth decisions companies now face as they sit on record levels of cash.
Can corporate cash drive further market growth?
Can corporate cash drive further market growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
‘Renewable, electric, digital’: the Fourth Industrial Revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Is the inventory cycle peaking?
Companies will rebuild inventories during H2 but economic momentum is related to their rate of change, which may already be at or close to a maximum, argues Simon Ward, Economic Adviser.
I Have Met the Enemy and They Are Me
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Can corporate cash drive further market growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Can Corporate Cash Drive Further Market Growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?