Still waiting for the US cavalry

Still waiting for the US cavalry

🕔15:00, 7.Oct 2020

The Payroll data for September confirmed that the recovery of the US labour market is stalling. The fact that employment failed to grow outside the hospitality sector suggests the difficulties go well beyond the direct impact of Covid-fighting restrictions. Labour

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A new role for US equities in multi-asset portfolios

A new role for US equities in multi-asset portfolios

🕔13:24, 7.Oct 2020

Multi-Asset Solutions Weekly Strategy Report IN BRIEF From a portfolio perspective, exposure to tech winners in U.S. equities is not a free lunch. The same growth stories that prompted outsize U.S. equity returns in recent years and a faster recovery

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Sustainability Drives Success in a Post-Coronavirus World

Sustainability Drives Success in a Post-Coronavirus World

🕔11:03, 7.Oct 2020

ESG matters more than ever in choosing good companies KEY INSIGHTS The coronavirus pandemic has pulled forward environmental, social, and governance (ESG) trends by years in a matter of months. Societal pressures are driving unprecedented change and the need for

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Welcome to a new high yield universe

Welcome to a new high yield universe

🕔07:48, 7.Oct 2020

European Gazette / Summer 2020 As we started Q4 in 2019, we saw the economic cycle coming to an end. We were slightly perturbed that markets wanted to be quite bullish as Q3 numbers showed firms meeting and beating expectations.

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