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Welcome to our Q2 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. What’s different this quarter is that, although we have traditionally published this as one standalone – typically printed – document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.
We hope you’ll find this new format as informative as ever and with more choice in terms of how you navigate the document. The sub-menu we have introduced makes it easier for you to jump around the document to the sections that interest you and you can also enlarge any graph you want with a simple click.
To navigate around our outlook, please click on any of the links below, use the sub-menu, or simply scroll click the ‘Next’ button at the end of each page.
A summary of our expectations of financial markets in the months ahead and how this has informed the asset allocation in our portfolios.
Information about how we reach our views and our detailed analysis – both qualitative and quantitative – of each of the main asset classes.
Our investing is characterised by large thematic ideas that are changing the world around us and will continue to do so in the years to come.