Portfolio manager Denny Fish from the Global Technology & Innovation Team, discusses how large-scale technology platforms and novel digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.
Three steps investment committees can take to help plan participants navigate the current market turmoil.
Following the biggest market sell-off since the Global Financial Crisis in 2008 and volatility not seen since the 1987 crash, we turn to our investment teams for their take on the situation and how they are investing through this evolving crisis.
Bill Stewart recently retired after 35 years of service, making him the Boards’ longest-serving member.
Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.
Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.
Fund manager February commentary – The City of London Investment Trust plc
Fund manager February commentary – Lowland Investment Company plc
The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.
Although the COVID-19 coronavirus could slow global GDP growth in the near term and drive market volatility, Portfolio Manager Jeremiah Buckley sees reasons to be optimistic about a rebound in 2021.