Perspective

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Economics

16OCT 2019

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.

2019

OCTOBER

02OCT 2019

Brexit

How might the UK economy react to different Brexit scenarios?

The UK’s path to Brexit remains unclear, even as the 31 October deadline approaches. We look at three scenarios and the potential economic impact of each.

02OCT 2019

Economics

Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean 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.

26SEP 2019

Economics

Could WeWork disrupt offices like Amazon disrupted shopping?

WeWork’s prospects as an investment may be precarious, but its impact on working culture could be comparable to Amazon’s impact on shopping.

18SEP 2019

Economics

Has value investing been disrupted?

A disrupted company can still be a good investment if the price is low enough.

18SEP 2019

Economics

Why as an investor I’m looking through Brexit fears

Market participants would do well to keep sight of the bigger picture as they navigate the UK equity market

17SEP 2019

Economics

Can we avoid an energy crunch?

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.