Weak pent‐up demand will likely prevent a post‐COVID boom.

Too much of a good thing?

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.

Tracking the course for global equites to a post-COVID-19 world

In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.

"New monetary policy possibilities could in theory be vast."

New vaccines could accelerate recovery, boost cyclical sectors

Over recent years, a group of established companies have traded at relatively high valuations for their robust competitive advantages and consistent growth records. But in a competitive economy, investors should not assume this will continue indefinitely, warns Giles Parkinson.

"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."

Positioning your portfolio for the challenges and opportunities ahead