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Allocation & Trend

Allocation & Trend

IMG
Video, January 2021
2020: An extraordinary year that ends well
According to Malik Haddouk, Director of Diversified Management at CPR AM, 2020 will have been an extraordinary and unpredictable year. Never in the history of finance have indices fallen and rebounded so strongly, supported by massive government stimulus plans and (...)
IMG
Opinion, January 2021
Democrat sweep to open fiscal floodgates and boost growth
Democrats have completed a sweep of Congress following the double victory in the state of Georgia’s run-off election. Keith Wade, Schroders’ Chief Economist, discusses what this means for the US economy in the near-term
IMG
News, January 2021
Alternative strategies for a democratic U.S. Congress
IMG
Innovation, December 2020
BlackRock Unveils New Offering to Power Investors’ Transition to Net Zero Emissions
“Aladdin Climate" Sets New Standard in Providing Investors Actionable Security-Level Data on Climate Risk. New Partnerships with Sustainalytics and Refinitiv Add to ESG Data Indicators Available Through Aladdin
IMG
Strategy, December 2020
Airports versus toll roads - A novel reversal
Following previous macro shocks – the gulf wars, 9/11, SARs and cyclical major economic downturns – global air traffic has bounced back rapidly in a sharp V-shaped recovery, while toll road volumes followed more of an (...)

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