Investment Perspectives

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Latest insights

The US Election: market reactions

After a contentious campaign, the US held one of its most critical elections in recent history. With the presidency, Senate and House up for grabs, how have markets reacted to the outcome?

Are earnings still a reliable indicator of the future?

Investor hopes for third-quarter earnings season were generally rewarded, as companies reported solid performance. But it hasn’t necessarily translated to share prices, with a sell-off in many of the big US technology names at the end of October, despite results that exceeded forecasts. As coronavirus cases continue to increase, what are the implications for markets if earnings should struggle to recover? 

Property in a pandemic

Our working and non-working lives have changed - perhaps forever. What does this mean for commercial property? We look at what’s been happening in the market and how things might play out in a post-Covid environment. 

VIEWS FROM OUR INVESTMENT PARTNERS

Topical insight from our fund manager strategic partners Schroders and BlackRock.