PIMCO sees opportunities in the French CGP market. Traditionally oriented towards institutions, the management company seems to adopt a new positioning. Ryan Blute, Head of Global Wealth Management EMEA at PIMCO explains this strategy on the French market ...
The consensus now expects a supportive 2021 backdrop for risky assets. With vaccines rolling out and continued
reflation policies, the normalization of the world economy would accelerate, amid lower geopolitical uncertainties, still
ample global liquidity...
If the UK equity market was out of favour at the beginning of 2020, it's even more so now. Until the arrival of three vaccines prompted a wave of market exuberance towards the end of the year, UK equities had fallen approximately 20%. The only two worse-performing equity markets were Russia and Brazil...
Jaime Ramos Martin, portfolio manager of Aviva Investors' climate transition strategy, and Rick Stathers, Aviva Investors' climate lead, look at three themes that will shape the outlook in 2021.
Global equities can continue to perform well in 2021, but tech may have to share
the limelight with some unloved areas. Meanwhile, a number of mega-trends will
continue to gather pace.