Though risks remain, we expect an accelerating and broadening economic recovery in 2021.
Accelerating Growth for 2021?
Deconstructing recent US inflation surge
Andrew Mulliner, Head of Global Aggregate within the Global Bonds Team, remarks on the substantial surge in core US CPI inflation in April and explains why he does not consider this a change in the secular inflation regime.
Chinese money growth still sliding – PBoC policy shift ahead?
Chinese economic growth has fallen short of forecasts so far in 2021 and monetary trends suggest further weakness without PBoC action, argues Simon Ward, Economic Adviser.
Why it pays to study a Factsheet
This video explains why it pays to study a factsheet when exploring different Investment Trusts; the factsheet will allow readers to analyse the Trust in more detail with all its core information in one place.
The Prospect for Higher Taxes Under the American Families Plan
President Biden’s American Families Plan would have a significant impact on taxes – particularly for higher earners.
Other companies join tech earnings party
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, states portfolio manager Denny Fish.
Access to medicine – the need for innovation, partnerships and data capture
Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.
Fund manager interview with interactive investor
In an interview with interactive investor, The Henderson Smaller Companies Investment Trust fund manager, Neil Hermon, talks in more detail about the Trust, the investment process, recent portfolio activity and ESG.
Accelerating Growth for 2021?
Though risks remain, we expect an accelerating and broadening economic recovery in 2021.
Reflation train — arriving on time
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.