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We see scope for a significant recovery in consumer spending this year ashouseholds begin to run down their savings buffers. We identify the...
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US listed companies have built up record cash balances during the pandemic so far. An ongoing earnings recovery may encourage them to put some of...
We believe that the Q4 2020 rally has left global equities vulnerable to a correction. Meanwhile, rising coronavirus cases increase downside...
The latest vaccine newsflow reduces downside tail risks and increases our conviction in our ‘old economy’ rotation thesis. We upgrade global...
The Industrials sector is well placed to outperform alongside a robust Chinese growth recovery, a weaker USD and greater emphasis on...
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