Articles
17 Sep 2021
Comment by Luke Bartholomew, Aberdeen Standard Investments “The Bank of England’s meeting next week comes at a potentially awkward moment for the UK economy. With growing evidence that inflationary pressures are mounting at the same time that gr...
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17 Sep 2021
Fidelity International’s latest monthly analyst survey suggests that the outlook for margins is moderating from elevated levels, although earnings estimates for next year remain healthy.
The outlook for company margins appears to be moderating ...
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16 Sep 2021
China is the world's second largest economy. The shares of successful technology companies are therefore represented in the portfolios of many global investors. In recent months, however, several regulatory measures have caused share prices to plu...
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11 Sep 2021
Investors in Chinese equities should be careful not to mistake an inflection point for a de-rating. There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive....
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09 Sep 2021
"Encouraging economic prospects combined with favorable financing conditions have prompted the European Central Bank (ECB) - as expected - to moderately scale back its asset purchases under the Pandemic Emergency Purchase Program (PEPP). As expect...
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09 Sep 2021
By Paul DiGiacomo, Head of Equity Research
The delta variant of the coronavirus has set back the normalization of social life, according to the asset manager Columbia Threadneedle Investments. This is reflected in the Columbia Threadneedle ...
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