Covid-19: The Good, the Bad and the Unknown

Waves of COVID-19 infection continue to lap around the world. Developing markets such as Brazil, India and South Africa are struggling to contain the disease, while a number of other countries are easing lock-downs and starting to revive their economies. The battle is far from won, but six months on from COVID’s arrival we can begin to take stock.

Daniel White

Daniel White

Senior Research and Strategy Manager

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Global Equities: Goldilocks seeking the inflationary porridge which is ‘just right'

What will governments choose when covid-19 has finally been slain but the debt produced in order to kill it off is larger than ever?

Daniel White

Daniel White

Senior Research and Strategy Manager

International Equities
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Fund Managers' Roundtable on Covid-19

Our Fund Managers share their latest views on how covid-19 is affecting investments across all assets, and what that means in terms of opportunities and positions


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Coronavirus and the Eurozone: Covenant or Contract?

The unfolding covid-19 pandemic could resolve a contradiction which is deeply imbedded within the eurozone – for, in times of stress, a currency union does not compare favourably with nation state.

Daniel White

Daniel White

Senior Research and Strategy Manager

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Global Equities Research: The 'Modern' Way to Clip Coins

Growth has trounced Value ever since that fateful day in August 2007 when the world engine began to splutter and shudder with ever increasing frequency, as the sub-prime grit in its innards coursed through its pipework. What could change this happy picture for Growth investors?

Daniel White

Daniel White

Senior Research and Strategy Manager

International Equities
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