Market Update by Liontrust – Q4 2020
January 18, 2021
Fourth quarter of 2020 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market as we move into the new year.
All News
BlackRock Commentary: The new nominal, accelerated
January 12, 2021
The Democrats’ newly gained majority in U.S. Congress paves the way for greater public spending but the narrow margin limits the scope for higher taxes, in their view. BlackRock expect this outcome to speed up “the new nominal”, or their expectations for stronger growth coupled with stable nominal yields, even as a more infectious virus strain threatens to make the path to a full activity restart more bumpy.
Notes from the Trading Desk – Franklin Templeton
January 12, 2021
Events in the United States have dominated the headlines, with the ‘blue wave’ Democratic Party Senate win putting a focus on a further fiscal COVID-19 relief.
BlackRock Commentary: Three investing lessons from 2020
January 5, 2021
2020 was an extraordinary year for financial markets. The initial Covid shock triggered a massive selloff, followed by a risk rally that extended to the year end. BlackRock drew three key lessons from navigating markets.
Franklin Templeton Thoughts: Brexit Deal Finally Struck as 2020 Comes to a Close
December 31, 2020
The United Kingdom and European Union finally put Brexit to bed, striking a deal in the final days of 2020. While the deal may not be perfect for either side, David Zahn, Franklin Templeton’s Head of European Fixed Income, says the markets welcomed the removal of uncertainty.
Franklin Templeton Thoughts: ESG Will Define the Post-COVID Era
December 31, 2020
‘As we flip the calendar to 2021, we are getting closer to a point at which the economic shocks of the year become prologue for the economic stories ahead.’ – Michael Hasenstab, Executive Vice President, Templeton Global Macro.
Morningstar Views: The 10 Biggest IPOs of 2020
December 30, 2020
Most companies that went public this year faced tremendous uncertainty. But those that braved the tumultuous conditions were rewarded with a perfect storm of demand.
Blue Whale Update: How Blue Whale views and manages risk
December 30, 2020
There are risks and dangers that lurk around a surging market rally. Stephen Yiu writes on how to deliver consistent significant outperformance successfully with hard work and discipline.
Liontrust Insights: 2020 – Words of this unprecedented year
December 30, 2020
Annual reviews are always challenging to write – John Husselbee has borrowed the approach of Oxford Languages, who have faced their own struggles when trying to review 2020 and come up with a word of the year.
Franklin Templeton Thoughts: UK 2021 Equity Prospects Brighten
December 29, 2020
After grappling with the impacts of a global pandemic and the continued Brexit overhang in 2020, the Franklin UK Equity Team outlines how the removal of these uncertainties in the United Kingdom could bring brighter investment prospects in the year ahead.
Facebook
☆☆☆☆☆ 4/5
4.2
Apple Store
☆☆☆☆☆ 4/5
4.2
Play Store
☆☆☆☆☆ 4/5
4.2
Experience better banking
The sooner you start managing your money, your way, using the best-in-class tools, the sooner you’ll see results. Sign up and open your account for free, within minutes.
