Market Views: Equities

20APR 2018

Plastic phase-out: which companies will be most affected?

Our latest research looks at some of the potential winners and losers from the war on plastic.

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Market Views: Multi-Asset

19APR 2018



11APR 2018

Market Views: Equities

Is the FTSE 250 overlooked and misunderstood?

At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.

04APR 2018

Market Views: Multi-Asset

Markets in March: six charts of the month

Facebook, Chinese trade, unemployment and out-of-favour UK all feature in the six charts that caught our eye last month.


29MAR 2018

Market Views: Equities

FTSE 100's 8% fall: why such a bad start to the year?

The FTSE 100 has suffered its worst first quarter since 2009 making the UK the worst performer of 23 developed markets. We examine sector performance and explain the reasons why.

28MAR 2018

Market Views: Equities

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.

23MAR 2018

Market Views: Equities

How and why rising trade tensions have moved markets

After markets fell sharply overnight, we look at what's been going on and what might happen next.

21MAR 2018

Market Views: Equities

Why a stronger euro is no barrier to European profit growth

The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.

20MAR 2018


US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.