Equities
China bounce-back tempered by curbs to tech heavyweights
Strong Q1 figures belie significant stock market corrections and less fiscally accommodative government policy
Covid no longer biggest stock market threat
As more managers expect a ‘V’ shaped recovery
What is driving the reflationary spike?
And which assets will be most affected?
Commodities | 9 Apr 21
3 ways to view single-country allocation opportunities
Geopolitics, structural change and the vaccine rollout will have varying impacts
How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’