Talking Heads

Stimulus measures, a bounce for the economy and attractive valuations have converged to brighten the prospects for US small caps, says Pamela Woo, head of US equities.

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Fintech - smart phones, digital payments, e-commerce - is facilitating financial inclusion in emerging markets, boosting economies and local labour markets

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Bond yields have fallen ever lower as the COVID-19 recession and disinflation have forced central banks and governments to implement whatever-it-takes measures to save jobs and industries. In doing so, they now appear to be the dominant force in fixed income markets, with significant implications for investors. Dominick DeAlto, chief investment officer of fixed income, talks to senior investment strategist Daniel Morris about these implications and where we see opportunities in fixed income today.

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Demand for energy, food and water is set to grow significantly over the next 20 years as the global population grows. Meeting this demand while reducing carbon emissions and addressing environmental challenges creates an extraordinary investment opportunity. In this week’s podcast, Edward Lees, Co-head of the Environmental Strategies Group, talks to senior investment strategist Daniel Morris about what lies ahead.  

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Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and inflation are increasingly eyeing private debt and real assets. In this week’s podcast, David Bouchoucha, chief investment officer of private debt & real assets (PDRA), talks to Daniel Morris, senior investment strategist, about the attractions of the asset class.

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Whatever-it-takes spending programmes by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this wall of money will unleash inflation in the coming years. In this week’s podcast, Richard Barwell, head of macroeconomic research, discusses the prospects for inflation and the implications for investors with our senior investment strategist Daniel Morris.

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In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris, our senior market strategist.

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The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity returns to be lower for even longer, making the hunt for yield all the more acute for investors.

In this podcast, senior investment strategist Daniel Morris and Koye Somefun, head of multi-asset & solutions in our Quant Research Group, discuss what to expect after the Great Pandemic of 2020 and the key takeaways from their latest longer-term asset allocation update.

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Our multi-factor equity strategy seeks to tilt portfolios towards value, quality, low volatility and momentum stocks. During the recent rally in developed equity markets, exposures to these factors did not perform as might have been expected. In this week’s podcast, Grégory Taieb, quantitative investment specialist, and Laurent Lagarde, head of quantitative equity portfolio management, talk to Daniel Morris, senior market strategist, about the particularities of the recent rally and the outlook for factor investing in equities.

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The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them? In this week’s podcast, Pamela Woo, head of US Equities and manager of the Consumer Innovators strategy, talks to Daniel Morris, senior market strategist, about the impact of the pandemic on consumer trends and themes.  

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