Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation
Industrial output rebound bullish for equity earnings
Unprecedented GDP falls greatly exaggerate damage to equity market earnings, which are geared to rebounding industrial output, argues Simon Ward, Economic Adviser.
Tell Tail Signs: More Legs to the Risk-On Rally? We Think Not.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Tubthumping (I get knocked down but I get up again)
Portfolio managers on the Absolute Return Income team reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
First in first out of COVID, how has China fared?
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of the year.
First In, First Out of COVID: How Has China Fared?
A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.
Tubthumping (I get knocked down but I get up again)
Portfolio managers on the Absolute Return Income Strategy reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
QE is getting us to ‘the other side’, but what happens when we get there?
Massive purchases of government fixed income by central banks have caused prices of fixed income to rise. As a consequence, prices of other asset classes have also increased.
Innovation and government aid propel COVID-19 vaccines, biotech sector
New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.
Apple: no longer a company, now an eco-system
Covid 19 has mandated a digital lifestyle for us all. Apple is a gateway to this, an integrated platform for the development of app usage which goes far beyond the original uses of voice calls and texts Unlike its fellow large cap FANG names ( Facebook, Amazon, Netflix, Google as well as Microsoft ) Apple