It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?
Global Equities, Investment Commentary, Partner Videos, Investments
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
What is your assessment of the macro economic backdrop?
Growing fears of more persistent inflation led to correlated declines in both equity and fixed income markets in September. What’s driving the inflationary pressures and what can we expect as we head into year end? Investment Specialist, Kirsty Clark reviews recent market performance and the current economic backdrop.
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