recovery

Funds management

Cyclical recovery to spur growth: Evergreen Consultants

Recovery is expected to be boosted with access to the vaccine, however, stagnant wage growth may hurt overall demand. ...

Funds management

Australia to recover sooner than expected

T. Rowe Price believes the speed of Australia’s economic recovery is being underestimated and is less dependent on the success of a vaccine....

Funds management

Market recovery priced in: PIMCO

Although it expects the global economy to continue to recover in 2021, the fixed income manager says much of the recovery is already priced in....

Funds management

Easiest part of the economic recovery almost over: Calvert

The easiest part of the recovery is almost over as risk assets have continued to rebound into the third quarter and the US Fed continues to support the bond market....

Funds management

Expect recovery to take three years: SG Hiscock

The reporting season has highlighted the divergence between firms with resilient business models, quality brand names, and the ability to capitalise on online demand, and...

Funds management

Is it a good time to be overweight banks?

With a possible recovery in the second half of the year and a less severe downturn than initially anticipated, the banking sector might remain an attractive position for ...

Funds management

Investors doubtful over V-shaped recovery

The proportion of investors who expect we will see a V-shaped recovery has declined to 14% in favour of a W-shaped one....

Funds management

Expect bumpy path to economic recovery: Aviva Investors

Pre COVID-19 levels of economic activity are unlikely to be reached until mid-2021 and the path to recovery will not be smooth sailing, according to Aviva Investors. ...

Expert Analysis

Positioning for a recovery

What lessons can we learn from past financial crises as investors and financial advisers try to construct portfolios for an economic recovery, asks Anthony Doyle. ...

Funds management

Investors should expect U-shaped recovery

According to Western Asset’s base case scenario outlook, investors should expect longer, U-shaped global economic recovery....

Funds management

Economic behaviours to change post-pandemic

The economic configurations and behaviours after the pandemic caused by COVID-19 will be very different from those that prevailed earlier, according to Janus Henderson....

Funds management

Watch China for next steps on COVID-19

China’s recovery should be used by global markets as a sentiment tracker on how the country managed the COVID-19 crisis and protected its economy. ...