Dialogue

Highlight

Talking points

23MAY 2019

In three charts: the explosive investment in solar

The phenomenon of solar energy was first observed over a century ago, but serious investment in installations is only just beginning

Strategy & economics

16APR 2019

2019

APRIL

16APR 2019

Strategy & economics

Stocks and bonds rebound after a difficult year

Sentiment has brightened, thanks in part to reassuring words from central banks, but growth remains at lower levels and political risks persist

02APR 2019

Strategy & economics

Is Europe's slowdown really that severe?

Markets are unnerved by a sharp drop in European economic activity and political events – including Brexit – add to the disquiet. But are investors’ fears overblown?

FEBRUARY

12FEB 2019

Talking points

Tobacco: profits and growth are hard to stub out

The market thinks regulation and declining usage will hit the sector hard,  and some tobacco giants are now priced at 20-year lows. But the market’s predicted the death of big tobacco before… and been wrong

JANUARY

21JAN 2019

Talking points

The key question about the origins of Brexit that so few get right

Brexit stems in part from a decision taken by the UK in 2004 - but too few people today are aware of that, according to columnist Merryn Somerset Webb

20JAN 2019

Talking points

A gripping read...

The best non-fiction we enjoyed in 2018 - as recommended by Cazenove Capital colleagues from all parts of the business

08JAN 2019

Strategy & economics

Five key investment themes for 2019

Markets have entered 2019 in a state of heightened anxiety: these are the key factors on which concerns are now focused.

07JAN 2019

Strategy & economics

January 2019: Market Review & Outlook

Investors’ fears centre upon a weakening US and global economy. While data suggests US growth may have peaked, we still expect global growth in 2019 of almost 3%

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Robert Ridland

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Jason Huang

Responsible Officer
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