Equities

JANUARY

31JAN 2018

Markets

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.

26JAN 2018

Economics

30-year return forecast: 2018 update

In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.

18JAN 2018

Markets

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

05JAN 2018

Markets

Quarterly markets review - Q4 2017

A look back at markets in Q4 2017 when global equities ended a strong year on a high note.

05JAN 2018

Markets

Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

05JAN 2018

Markets

European stockmarkets in 2017 - nine charts that show the trends

We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.

04JAN 2018

Markets

How I scored in the investIQ test – and what I learned

Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases

2017

DECEMBER

21DEC 2017

Markets

Which of the major stockmarkets are 'cheap' going into 2018?

We use five measures to value global stockmarkets and offer a colour-coded table to reflect value.

19DEC 2017

Markets

Are markets too complacent about the US economy?

The current US economic expansion ranks as the third longest on record and markets seem content to assume it will continue indefinitely. We see scope for growing inflationary forces to surprise markets and precipitate disruption.

15DEC 2017

Markets

What does record-high German business confidence mean for stocks?

We look at what the Ifo index tells us about German business sentiment and the prospects for equities.