Market Outlook

First comments from experts at Ostrum AM, Janus Henderson, PIMCO, Principal Global Investors, TwentyFour AM, Oddo BHF, Generali Insurance AM and Fidelity.

Investor interest in thematic funds has increased in recent years. Broad Thematic Funds are the most popular grouping by assets in Europe and Pictet Global Megatrend Selection Fund the Largest one.

Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.

If your client looks for great return results over a decade, then there is for sure more than enough reason for our clients to invest in Small and MidCaps as they offer bigger returns.

They also expect economic activity to accelerate in the second half of this year as further containment measures are lifted.

The Bank of England has published earlier this week a Discussion Paper which aims to broaden the debate around new forms of digital money and seek views on the Bank’s emerging thoughts on the subject.