There are 42 item(s) tagged with the keyword "equity".
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A friend of mine recently described his “self-inflicted” investment experience as like being on the ocean in a storm bouncing left, right, up down…from growth to value to international to domestic…advice coming from all sides…all of it conflicting with other reasonable-sounding advice. Caught in a storm of labels, his results were terrible, and his head was spinning trying to reconcile all of the different investment styles out there. Sound familiar?
Our focus as active fund managers is always on finding mispriced stocks and ESG integration underpins our investment process at every stage.
Thailand has been held up as a model of a country that has dealt well with the virus. It has only recorded 59 deaths from Covid-19 and there have been no domestic infections since June (the only cases since then have been people coming into the country). Other countries in the region have also performed well: Singapore and Hong Kong have only recorded a total of 132 deaths between them. You might think that these countries have been able to a large extent to get ‘back to normal’, and that stocks which initially were sold off heavily would have rebounded back to where they started the year.
In the post COVID-19 era, domestic consumption plays a bigger role in driving economic recovery. Asia, especially North Asia, has the advantage of boosting domestic consumption as the COVID-19 pandemic is largely under control.
Listen to the replay as fund managers from our fixed income, global equities and multi-asset teams discuss the outlook for markets and portfolio ideas to help investors navigate the income dilemma.
William Lam discusses how he is positioning his Invesco Asian Fund (UK) after the rebound, having outlined 12 weeks earlier – near the trough of the Asian equity market - how he was positioning the fund for a rebound.
Listen to the replay to hear Will and Ian discuss how markets have been impacted, with a particular focus on China, and the outlook for the region as we look beyond the pandemic.
In anticipation of a resumption of economic growth, the UK equity market has rapidly recovered over the past two months. Jonathan Brown and Robin West caution that it could be two-three years, however, before the economy returns to full health. Given their preference for quality businesses with strong balance sheets, they believe that it’s never been more important to maintain their focus on businesses with the ability to do well even in more difficult times.
William Lam considers questions that clients may be interested in such as: Have we seen the bottom in Asian stock markets? How is the Asian strategy positioned in these uncertain and volatile times? Is the strategy positioned for a rebound? What can we learn from the Asian experience of the virus in terms of how this might play out in other markets?
European Central Bank – end of an era?
Displaying: 11 - 20 of 42