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Amit Lodha

Amit Lodha - Portfolio Manager

Blog 2 min read

Chart Room: US debt delinquencies drop, but recession looms as unemployment surges

Household debt forbearance measures have given a temporary boost to borrowers in the US. But as unemployment surges, more supportive measures will be needed.

Amit Lodha + 3 others | 13 August 2020

Podcast 46 min listen

June's Rich Pickings podcast: Know your enemy

"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.

Richard Edgar + 5 others | 26 June 2020

Blog 1 min read

Chart room: Beauty of big tech stocks is in the eye of the beholder

Our latest Chart Room takes a comparative look at the long run up in the Nasdaq 100 index.

Amit Lodha + 2 others | 23 April 2020

Blog 3 min read

Analysing the shift from bad to less bad

The stimulus to fight the economic shutdown in the wake of the coronavirus is second only to the Marshall Plan following the Second World War.

Amit Lodha | 26 March 2020

Article 10 min read

Is the end of globalisation the end of global investing?

Equities Portfolio Manager Amit Lodha shares his insights on the challenges to globalisation and the implications for investors in global equities.

Amit Lodha | 5 July 2019

Article 4 min read

What to watch at the end of the cycle

The world seems full of questions at the moment about the end of the cycle, the effect of quantitative tightening, valuations and the trade war.

Amit Lodha | 7 August 2018

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