Beyond the pandemic: the bonds perspective

In the third episode of our podcast, the investment communications team’s Matt Goodburn speaks to Paul Brain, team leader of the fixed-income team, Trevor Holder, portfolio manager in the fixed-income team, and Brendan Mulhern, global strategist for the Real Return team.

Published on October 21st, 2020

Audio

Why now for equity income investing? Part one

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

16 February 2021

Global income, Macro views, Themes

Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

09 December 2020

Macro views, Themes

Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

12 November 2020

Macro views, Themes

Audio

Beyond the pandemic: the bonds perspective: Part II

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

27 October 2020

Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable

Audio

Looking through the pandemic: Part II

How is the pandemic changing global trends?

08 July 2020

Coronavirus, Macro views, Responsible investment, Sector research, Sustainable