Equities

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Market Views: Equities

18JUN 2019

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

Market Views: Equities

13JUN 2019

2019

JUNE

12JUN 2019

Market Views: Equities

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

06JUN 2019

Market Views: Multi-Asset

Monthly markets review - May 2019

A look back at markets in May when stocks fell as trade tensions ratcheted up.

03JUN 2019

Market Views: Equities

Why ESG matters in value investing

It’s not just the E of ESG that matters – for value investors the S and G are vitally important.

MAY

22MAY 2019

Market Views: Equities

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.

21MAY 2019

Market Views: Equities

Three reasons why the UK stock market looks compelling

UK equities are unloved, undervalued and high yielding; an ideal scenario for stock pickers.

14MAY 2019

Market Views: Equities

Netflix, Spotify, Airbnb: how investors might approach the modern breed of companies

Not all network-building platforms are created equal; investors should beware that their business models vary wildly in terms of their viability.

10MAY 2019

Watch/Listen

On the Spot: Q&A with the Value Team

Value fund manager Nick Kirrage answers the questions that you asked