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Markets

18MAR 2019

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

2019

JANUARY

10JAN 2019

Markets

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.

02JAN 2019

Markets

How Q4 ranks among the worst 20 quarters of the past half century

Global stocks have suffered their worst quarter since 2011. We look at how it compared with the 20 worst quarters over the last 48 years and the potential silver lining for investors today.

2018

DECEMBER

24DEC 2018

Markets

Financial markets 2018: the year in review

2018 proved a tricky year for investors with asset prices across the board falling. Here’s a rundown of what happened and why.

19DEC 2018

Markets

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

16DEC 2018

Markets

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.

13DEC 2018

Markets

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

06DEC 2018

Markets

Outlook 2019: UK equities

Investors have shunned UK equities as a result of uncertainty related to Brexit. Against this backdrop, UK equities fund managers Sue Noffke and Andy Brough explain how they’re looking at the market heading into 2019.