The trouble with banking

COVID-19 has not triggered a financial crisis, but banks will find it difficult to make money.

Stuart Taylor

Stuart Taylor

Senior Fund Manager, UK Equities

LF Canlife UK Equity Income Fund
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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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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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UK Equities In the Coronavirus World

Up until the covid-19 outbreak, the UK was in reasonable shape with low unemployment and improving real wages lead by a strong government willing and able to add fiscal stimulus to the economy. That became largely irrelevant when the virus hit the UK.

Stuart Taylor

Stuart Taylor

Senior Fund Manager, UK Equities

Nigel Kennett

Nigel Kennett

Senior Fund Manager, UK Equities

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Global Equities Research: Who Is Europe's Troubled Child?

If Germany is the heart of the EU and France its soul, then the pathway of debt between these two does not spell happy times ahead. A soul parting from its body is not usually a healthy sign.

Daniel White

Daniel White

Senior Research and Strategy Manager

LF Canlife Global Equity Fund
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