Duncan Lamont

Head of Research and Analytics

Highlight

Economics

11JUL 2018

World Cup special: which stockmarkets look ‘cheap’?

Our quarterly examination of market valuations coincides with the World Cup. Duncan Lamont offers some observations about market performance - and pitch performance.

2018

FEBRUARY

05FEB 2018

Economics

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

2017

DECEMBER

21DEC 2017

Economics

Which of the major stockmarkets are 'cheap' going into 2018?

We use five measures to value global stockmarkets and offer a colour-coded table to reflect value.

JULY

26JUL 2017

Economics

Why churn is not necessarily burn

As covered in the Financial Times, our research challenges the conventional wisdom that portfolio turnover and transaction costs should be minimised, and finds it to be misguided.

JUNE

14JUN 2017

Economics

Does low volatility mean a shock lies in store for investors?

The Vix ‘fear index is near to record lows. We look at what has happened before when markets have been eerily calm.

MAY

26MAY 2017

Economics

How cheap are world stockmarkets? Five key tests

Which is the best measure for finding cheap markets? We explain the pros and cons of each, and look at the latest readings for major markets.

2016

DECEMBER

05DEC 2016

Economics

How low rates affect stockmarket returns

History offers lessons on how low rates - and equity market valuations – might affect returns