UK Institutional Beyond the pandemic: the bonds perspective: Part II

In the fourth 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 27th, 2020
Categories Coronavirus , Fixed income , Macro views , Responsible investment , Sector research , Sustainable
Why now for equity income investing?
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

How the monetary and fiscal response to Covid-19 is reshaping bond markets.
21 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