Market views

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Markets

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

NOVEMBER

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.

22OCT 2019

Markets

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.

21OCT 2019

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?