Job Curtis, Fund Manager for The City of London Investment Trust, delivers his monthly commentary on how the Trust performed in November, portfolio activity and his thoughts on wider economic and political developments.
Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
Elissa Johnson and Tim Elliot, secured loans specialists within the Secured Credit Team, highlight how European loans can provide the opportunity to invest in an asset class offering a wide range of risk adjusted returns.
Hamish Chamberlayne, Head of SRI, explores the advancements made in the digital space and how this is closely linked with a sustainable future.