Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.
Not a question of either/or
Fund manager July commentary – The City of London Investment Trust
Job Curtis, Fund Manager for The City of London Investment Trust, delivers his monthly commentary on how the Trust performed in July, portfolio activity and his thoughts on wider economic and political developments.
ESG in COVID Times: Doing the REIT Thing
How COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
Can the market’s immunity last?
Members of Janus Henderson’s global fixed income teams recently met to discuss the outlook for bond markets. While markets remain immune to the economic impact of COVID-19 so far, does the stability depend on the Fed’s support for survival?
ESG in COVID times: doing the REIT thing
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
ESG in COVID times: doing the REIT thing
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
Lagging Chinese money growth isn’t concerning
Money measures have surged in most major economies. Narrow money outperforms broad money as a leading indicator of economic activity. Annual growth of the official M1 measure in June was 35.9% in the US, 22.0% in Canada, 15.2% in the UK, 12.6% in the Eurozone and 12.3% in Japan.
Webinars that Work: How to Plan and Promote Memorable Virtual Events
How financial professionals can use webinars as a strategic prospecting tool.
Is There a Market Beyond Tech?
Market gains have been concentrated in large-cap tech stocks in 2020. But many other companies are adapting to a digital-first economy and/or have solid fundamentals.
Fund manager July commentary – Lowland Investment Company
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in July, portfolio activity and her thoughts on wider economic and political developments.