Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We discuss the outlook for UK equities.

We discuss the outlook for the precious metal.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

We assess the implications of Joe Biden’s US presidential election victory.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

We provide our macro outlook for the second half of 2020.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.