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Economics

06NOV 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.

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.