Market views

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Markets

19NOV 2019

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

Global Investor Study

19NOV 2019

2019

NOVEMBER

14NOV 2019

Markets

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.

08NOV 2019

Thought Leadership

The alignment of Shariah and sustainable investing

There are more similarities between sustainable investing and Shariah investing than commonly realised. Why has one languished while the other soars?

06NOV 2019

Markets

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

04NOV 2019

Markets

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

OCTOBER

31OCT 2019

Markets

Our multi-asset investment views - October 2019

Looking ahead, our biggest concern is the potential for corporate earnings disappointments in the US.

24OCT 2019

Markets

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

Markets

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.