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22JUL 2019

Three themes driving energy transition

In this short video Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables.

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2019

JULY

02JUL 2019

Economics

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

01JUL 2019

Economics

Our multi-asset investment views - June 2019

What's changed in the monthly update of our views on a wide range of investment types?

JUNE

24JUN 2019

Economics

Is this market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

21JUN 2019

Economics

Brexit three years on: markets and the economy in six charts

It’s been three years since the UK voted to leave the EU. We look at what’s happened to the economy and markets, and what’s next for investors.

18JUN 2019

Economics

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

13JUN 2019

Economics

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

12JUN 2019

Economics

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.