NOW AVAILABLE – Q3 OUTLOOK
Vantage Point: Alphabet Soup
Since the last edition of Vantage Point, Covid-19 has wreaked both human and economic devastation on the world. In this edition, we look back at what we’ve been through, look ahead to what might happen, assess the monetary and fiscal policy response, analyze the impact on markets and finally draw some broad investment conclusions in what is a highly uncertain and rapidly-evolving situation.
PODCAST SERIES
Agents of Change
With all of the latest advancements in technology and data, it can be challenging to keep up with all of the latest findings and what exactly they mean for investing.
Top picks
Our MarketEye blog
A brief history of recessions and recoveries
While deep recessions are not uncommon they tend to be followed by swift recoveries and, despite some dire recent figures, broad analysis of the shape of historic recessions suggest the US economy might be heading for a more positive ‘V shaped’ recovery.
Can the US build its way to an economic revival?
With US elections looming could major infrastructure spending hold the key to US recovery and might a Roosevelt style ‘New Deal’ be in the pipeline?
Future2024: Is your asset allocation future-proof?
Artificial intelligence and climate change are already beginning to radically transform asset management.
To understand how, download our full report
