Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.

As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Jamie Ross discusses the short-term impact on European and French stocks of the first round of the French parliamentary elections.

Global inflation is expected here to pick up significantly over the next 2-3 years. This would be consistent with the Kondratyev “long wave” price / inflation cycle, which implies a multi-year rise to a peak in the late 2020s, as well as current monetary trends – G7 annual broad money growth may have reached 16% in May, which would be the fastest since 1973.

Portfolio Managers Guy Barnard & Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.

Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.

In the first installment of a three-part series, Portfolio Manager Denny Fish and Investment Strategist Michael McNurney explore how artificial intelligence (AI) has come to quickly dominate the investment landscape and what it means for the global economy and equity markets.

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the Monetary Policy Committee’s (MPC’s) dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Portfolio Managers Richard Clode and Guy Barnard discuss the latest nVIDIA product launch, and provide examples of how tech and property companies are coming together to enable and benefit from the ongoing demand for genAI.

Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.

As the data center expansion driven by artificial intelligence (AI) forges ahead, Portfolio Manager Aaron Scully explores growth opportunities and how investors can navigate electricity bottlenecks.

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a seismic first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Portfolio Managers Andy Acker and Dan Lyons discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.

Quarterly update Strategic Bond 

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.

Jenna Barnard and John Pattullo, Co-Heads of Global Bonds, explain why the inflation battle is fast becoming yesterday’s news. As attention turns to rate cuts, they look back through history to gauge the potential direction for bond yields.

A post a month ago argued that global monetary developments in early 2020 would be key for assessing economic prospects.

With borrowing costs for the next decade likely to be meaningfully higher than pre pandemic, how will the investment landscape shift? In the third and final article with the Economist Intelligence Unit (EIU) we explore their expectations, while Janus Henderson CEO Ali Dibadj looks at the implications for investors.