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Fixed Income
Global Short Duration strategy - The rally continues, but the risks around a second wave increase
- 10 July 2020 (10 min read)
Technology
Digital Economy: An opportunity to tap into evolving consumer habits
- 08 July 2020 (5 min read)
Fixed Income
Global Strategic Bonds strategy - Markets price in good news on the recovery
- 08 July 2020 (10 min read)
Equities
FinTech Strategy - Investor appetite for disruptive growth stories remains un-diminished
- 06 July 2020 (5 min read)
Equities
Global Thematics strategy - The sequential macroeconomic improvement suggest that conditions are improving – a message underlined by many corporates
- 06 July 2020 (7 min read)
Technology
Global Technology strategy - Business conditions troughed in April and has been improving since
- 06 July 2020 (7 min read)
Technology
Robotech strategy - We see interesting scenarios where robotics and automation technologies are accelerating
- 06 July 2020 (7 min read)
Equities
Clean Economy strategy - Year to date in Europe, electric vehicle share within new car sales doubled that in 2019
- 06 July 2020 (5 min read)
Equities
Digital Economy strategy - The overall tone of company meetings we attended in June was encouraging
- 06 July 2020 (3 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.