Articles


AXA Investment Managers
Article

10 Sep, 2020

FinTech Strategy: Many companies reported an acceleration in revenues and margins

Global equity markets performed well in August, most notably driven by large technology stocks that continued to deliver better earnings tha...
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AXA Investment Managers
Article

26 Jun, 2020

UK Mid Cap strategy - UK Mid Cap companies continue to outperform their large cap counterparts

Global equity markets posted positive returns in May, as slowing coronavirus infections resulted in government action to ease lockdown re...

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AXA Investment Managers
Article

26 Jun, 2020

UK dividends: weathering challenges, capturing opportunities

In direct response to the COVID-19 pandemic, the current outlook for dividends paid by UK-listed companies looks rather gloomy. It is not...

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Invesco
Article

3 Jun, 2020

The flaws of “cyclical thinking”

Cyclical change separates markets into growth companies and value companies. Structural change separates the market into winners and losers. Losers don’t mean revert…they go bankrupt. It's important to recognize the difference...
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Aberdeen Standard Investments
Article

20 May, 2020

COVID-19 and the environment: a ray of light?

The most acute impacts of the COVID-19 pandemic have been on people’s health and financial security. However, the outbreak has also hig...

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AXA Investment Managers
Article

18 May, 2020

FinTech Strategy - All sub-themes participated to the strategy’s performance

Strategy update by Vincent Vinatier, Portfolio Manager, FinTech Strategy

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Janus Henderson Investors
Article

18 May, 2020

Bridging the gap: credit markets in the COVID crisis

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in...

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AXA Investment Managers
Article

11 May, 2020

Focusing on the fundamentals in UK equities

Just a few weeks ago we were observing that the UK equity market was entering a 'sweet spot' due to a combination of an improved economic...

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AXA Investment Managers
Article

28 Apr, 2020

The Evolving Economy – A fresh approach to equity investing

The way that companies do business has changed dramatically over the last 20 years, but many investors’ approach to equities has remain...

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M&G Investments
Article

27 Apr, 2020

Insights and market updates - articles

For insights, thought leadership and market commentaries straight from the fund management floor.

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Schroders
Article

27 Apr, 2020

Will Covid-19 prove a pivotal moment for climate change? Our Climate Progress Dashboard is tracking the global impact

Policymakers should use the current crisis to inject similar urgency into climate policy and accelerate the transition to a low-carbon ec...

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Jupiter Asset Management
Article

27 Apr, 2020

Harry Richards and Adam Darling: Punctuated Equilibria

In a quarter that has shocked financial markets, the Jupiter Corporate Bond Fund has risen 1% year-to-date to 20 April 2020 and delivered...

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Allianz Global Investors
Article

20 Apr, 2020

Central banks are here to tighten spreads

Just how much money are central banks globally now pumping into the system? Jack Norris discusses what this record amount of bond purchas...

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Jupiter Asset Management
Article

15 Apr, 2020

Dividends in lockdown

Dividends have gone into lockdown. As the world attempts to control the spread of coronavirus, companies are slashing or foregoing their ...

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Baillie Gifford
Article

14 Apr, 2020

Staying the Course for Scottish Mortgage

The coronavirus (Covid-19) pandemic is creating testing times for all. We wish to begin by acknowledging the immediate challenges many fa...

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