Market views

Highlight

Economics

14NOV 2019

Climate Progress Dashboard: lack of action raises risk of significant disruption ahead

The lack of progress so far on limiting temperature rises means more urgent action will be needed in the coming years.

2019

OCTOBER

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.

22OCT 2019

Economics

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.

15OCT 2019

Economics

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yields and look at what they mean for investors.

08OCT 2019

Economics

Is oil’s relationship with energy stocks slipping?

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening?

07OCT 2019

Watch/Listen

What does disruption mean for investors?

In this short video, Alex Tedder discusses the opportunities that disruption and innovation bring for investors.

SEPTEMBER

30SEP 2019

Global Investor Study

The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative.