Equities

Highlight

Markets

05DEC 2019

Outlook 2020: Asian equities

Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.

Markets

05DEC 2019

2019

DECEMBER

05DEC 2019

Markets

Outlook 2020: Japanese equities

We expect a return to a more normal market environment in which individual stock-specific factors are the primary driver of long-term stock price returns.

03DEC 2019

Markets

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

03DEC 2019

Markets

Outlook 2020: Global equities

Stock market volatility is likely to increase and stock selection will become more important, as global uncertainty continues and the US bull market shows early signs of exhaustion.

NOVEMBER

26NOV 2019

Markets

Green growth: a low-carbon dream?

Reducing global production and consumption is gaining traction as a potential solution to the climate crisis. However, we think green growth is possible and highlight why investors should care.

21NOV 2019

Markets

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

20NOV 2019

Markets

Who’s buying UK shares and what does it tell us?

High demand for UK-quoted companies from large and experienced buyers suggests other investors may be overlooking an opportunity

20NOV 2019

Markets

Eight things investors need to know about energy storage

With renewable energy growing in importance, effective storage will be vital. And as costs continue to decline, the potential to achieve growth could be huge.