Equities

MARCH

29MAR 2018

Markets

FTSE 100's 8% fall: why such a bad start to the year?

The FTSE 100 has suffered its worst first quarter since 2009 making the UK the worst performer of 23 developed markets. We examine sector performance and explain the reasons why.

28MAR 2018

Markets

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.

23MAR 2018

Markets

How and why rising trade tensions have moved markets

After markets fell sharply overnight, we look at what's been going on and what might happen next.

21MAR 2018

Markets

Why a stronger euro is no barrier to European profit growth

The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.

20MAR 2018

Markets

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.

19MAR 2018

Markets

Why UK-focused stocks look their cheapest in a decade

Uncertainty around Brexit means UK shares have rarely been as unfashionable. The negativity may be overdone.

19MAR 2018

Markets

The '£17,808 cost' of mistiming your investments

When markets fall the natural instinct is to sell. Our research highlights how costly it can be to miss the stockmarket’s best days.

15MAR 2018

Markets

How reinvesting dividends has affected returns over 25 years

‘Compounding’ can have a dramatic effect on returns. We highlight the difference it has made for major stockmarkets.

15MAR 2018

Markets

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

15MAR 2018

Thought Leadership

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.