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Analysis
Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity
Smart city funds are surfing mega trend waves
As stocks investing in digital and resilient companies jump due to the crisis
Healthcare stocks – race for a remedy
Hunt for treatments and vaccines puts spotlight on pharmaceutical companies
What could sustainable exit from covid-19 ‘debt trap’ look like?
The effectiveness of monetary policy in an era of low interest rates
Viewing value stock potential through a macro lens
What the recent outperformance of value stocks in the wider economic context means
A look at safe havens
As coronavirus bites many investors may look to shield portfolios by moving into defensive assets
Oil majors may face point of no return over net-zero carbon
But whether the sector will break away from black gold is unknown
Will ESG funds surface as the winners of the crisis?
They benefit from deeply-rooted and newly emerging sustainability trends
Is India an investment antidote to the coronavirus?
Chinese firms are among the worst hit, but could opportunities arise in another big emerging market?
Fund buyers get more discerning with ESG picks
Strategies rated by Morningstar as ‘high’ for sustainability see higher inflows
