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