Insights
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Why now is the time for income investors to stop ignoring Japan
2021 has been an exciting year so far for the Japanese market says Richard Aston, portfolio manager of the CC Japan Income…
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Darktrace reportedly set to slash IPO pricing after Deliveroo flop
Security software company Darktrace is set to slash the pricing on its upcoming stock market float, according to UK media reports on…
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LGIM launches Global Thematic Fund
The new fund provides diversified access to multiple long-term themes Legal & General Investment Management (LGIM) has today announced the launch of…
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Week ahead: Federal Reserve, US Q1 GDP in focus
The market spotlight over the coming week will be on the Federal Reserve as central bankers in the US meet to decide…
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BMO GAM’s Anthony Willis on pandemic risks and the tensions between US and Russia
Anthony Willis, Investment Manager in the Multi-Manager People team at BMO Global Asset Management provides his latest macro update including on Covid-19…
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‘Surprise to the upside’: Invesco’s Paul Jackson comments on UK retail sales data
โDespite the positive surprise, the financial market reaction was limitedโ โWe think this data represents further evidence of a return to…
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Temit: fund manager reveals three things he’s thinking about today
Chetan Sehgal, Lead Portfolio Manager at Templeton Emerging Markets Investment Trust (TEMIT) Chinese internet stocksย have struggled in recent weeks amid tighter regulatory…
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ONS: Retail and hospitality bounce back but new habits hard to kick ย
ย The ONS has released the latest research on the effect of the Coronavirus on the UK economy and society Susannah Streeter,…
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T.Rowe Price: four areas to energise Europe in eventual normalisation
Tobias Mueller, portfolio manager of the T. Rowe Price Continental European Equity Strategy believes that there are encouraging signs aheadย The Covid-19…
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Are we in a commodity supercycle?
The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may…

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