Economics
01NOV 2019
Monthly markets review - October 2019
A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.
Equities
Highlight
Economics
06NOV 2019
Economics
30OCT 2019
2019
OCTOBER
29OCT 2019
Economics
Will CO2 rules choke car industry profits?
Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.
28OCT 2019
Economics
What Thomas Cook's collapse tells us about the power of disruption
Thomas Cook's collapse after 178 years shows that even the most venerable of businesses are not immune to the power of disruptive change. We look at some of the causes of its demise.
24OCT 2019
Economics
How might EM investors benefit from the continued opening up of China’s capital markets?
As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.
24OCT 2019
Economics
The six biggest bull runs since 1962 (and their corrections)
We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.
23OCT 2019
Economics
How sustainable investing could calm our rising eco-anxiety
Increasing numbers of people feel overwhelmed by the challenge of climate change. Investing our money in a sustainable way could potentially boost our psychological well-being.
17OCT 2019
Economics
Investment returns of 6% or 11%: who’s right?
Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.
16OCT 2019
Economics
Which stock markets are "cheap" entering the final quarter of 2019?
There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.