Post-pandemic risks to equity returns
The Covid-19 pandemic may bring about changes in economic and social behaviour. But what of the long-term risks it presents to equities?
11 minute readInsights
Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Unwavering in time of crisis
As the outbreak of Covid-19 re-set the direction of markets during the first quarter, companies’ balance sheets were under the spotlight.
9 minute readSupply chains trapped as western retailers close their doors
Retailers’ adaption to the Covid-19 crisis is not only impacting their employees but, just as starkly, workers at the end of the supply chain.
9 minute readThe Journal 10
The 10th edition of our Journal was finished at the beginning of March, before the working lives of so many of us changed so dramatically. However, the themes explored in this edition remain relevant.
120 minute read2020 vision
Bill Emmott, former editor-in-chief of The Economist, considers the global outlook, in a year dominated by the US presidential elections, trade tensions, Brexit and the coronavirus.
10 minute readA question of balance
Raising debt may seem like a logical response to an environment where interest rates are at record lows. Investment Director Charlie Macquaker assesses the risks within that all-too-common assumption.
6 minute read