July 2020
Opinion Moving past the edge of reason, China government sanctionned rally
The situation is excellent. The market is rallying led by a government sanctioned rally in China. Our constructive thesis is validated after a period of noise in the equity market led by a US spike in Covid-19 cases. This is excellent and precisely why we need to (...)
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June 2020
Opinion Covid-19 likely a catalyst for more cashless transactions
The lockdowns implemented in the wake of the pandemic have had profound implications on the way people live. One of them in the payment sector has been a surge in e-commerce activity. More importantly perhaps, Covid-19 is blurring the lines between e-commerce and traditional (...)
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June 2020
Opinion COVID 19: The trade-off between staying safe and getting back to work
An economy in lockdown has significant effects for investors in real assets. In this data illustration, our real assets research team consider the benefit of businesses returning to their usual locations against the risks of doing (...)
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May 2020
Opinion 10 Factors that could change economies and markets forever
The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 (...)
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May 2020
Opinion Have emerging markets lost their mojo?
Emerging markets have never really been a wallflower in the world of capital market news. Even with this said, however, the past three years have been fairly extreme in terms of the range of events that have played out in the asset class, and the persistent and overwhelming (...)
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May 2020
Opinion Burgers, beer and deflation fear: credit opportunities amid the chaos
Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, explain where they have been snapping up credit opportunities, while remaining alert to the risks often concealed in bear market rallies.
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May 2020
Opinion Post-Covid recovery packages must quicken the pace to net-zero carbon emissions
Government recovery plans must lay the foundations for an irreversible shift to a resilient, net-zero and inclusive world economy.
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May 2020
Opinion Impact of Covid-19: How did the nordic countries react?
The reaction to the virus outbreak was not one of denial at Nordic governments. The responses have been decisive, swift and wide to contain the first fall outs. Let’s take a firm look in the rear–mirror on what the Nordic countries looked like when the crises set (...)
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May 2020
Opinion Coronavirus: research, research, research…
In terms of data, the impact of the economic freeze is seen first on jobs; unemployment will rise dramatically, with the peak expected in the second quarter numbers. GDP contraction will follow – for example, the recent eurozone PMI (Purchasing Managers Index) was very weak (...)
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April 2020
Opinion The oil has gone into negative territory
Yesterday was a historical day in the oil market. The American market, called West Texas Intermediate (WTI), moved to minus USD40—a fantastic move. The reason for this is likely connected to storage issues as people are consuming far less fuel amid the (...)
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April 2020
Opinion Fast-moving valuation case prompts Japan downgrade
The old adage “money makes the world go round” has never rung so true. In the investment world, money translates into corporate earnings and cash flows, which analysts have used for years to value companies.
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April 2020
Opinion Sustainability themes present multi-year opportunities
If we look back to the start of the year, climate change was very much at the top of the investor agenda, said Charlie Thomas, Head of Strategy, Environment & Sustainability. However, it’s fair to say that COVID-19 has knocked it off the top spot, and rightly so, as it (...)
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April 2020
Opinion Social bond market responds to the coronavirus crisis
The coronavirus outbreak is a social issue that threatens the well-being of the world’s population. With ther ICMA Social Bond Principles published in 2017, the past few years has seen the bond market develop products that address social issues, with $59 billion issued to (...)
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April 2020
Opinion Dividends in a crisis
Dividends have gone into lockdown. As the world attempts to control the spread of coronavirus, companies are slashing or foregoing their dividends globally in an effort to shore up their capital. In Europe, the European Central Bank (ECB) has taken it a step further, (...)
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March 2020
Opinion The second wave
As the coronavirus continues to impact the global economy, Charles Hepworth, Investment Director, GAM Investments, discusses the risks that a second wave of epidemics could pose in the future.
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