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Investment Insights

15JUL 2019

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround. Written by Rory Bateman, Global Head of Equities.

2019

JULY

12JUL 2019

Videos: Fund Manager Q&As

Q2 overview: central banks, currency, and risks in US growth stocks

Q2 overview: central banks, currency, and risks in US growth stocks

10JUL 2019

Investment Insights

50 terms every sustainable investor should understand

We’ve put together a glossary of the key terms every sustainable investor, or anyone new to the field, needs to know.

03JUL 2019

Australian Equities

In theory there is no difference between theory and practice. In practice there is.

As interest rates approach zero in much of the western world, the linear relationship which economists expect from their monetary intervention isn’t quite going to plan. Rather than igniting animal spirits and spurring spending, declining rates are creating insatiable demand and stratospheric prices for safe haven assets whilst doing nothing for the velocity of money and economic activity.

01JUL 2019

Investment Insights

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.

JUNE

23JUN 2019

Investment Insights

The battle of the bays - China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.

19JUN 2019

Investment Insights

The ‘Amazon Defence’ – and why you should be wary of this investing mistake

“Whoever is winning at the moment will always seem to be invincible” – George Orwell

19JUN 2019

Multi-Asset

The importance of diversification: why you shouldn't put all your eggs in one basket

You may have heard the saying ‘don’t put all your eggs in one basket’ but you may not know that – here’s a fact to impress your friends and excel at pub quizzes - it’s attributed to Miguel de Cervantes who wrote Don Quixote in the early 1600s. It’s widely thought of as the world’s first modern novel.