Equities

04DEC 2017

Markets

Outlook 2018: Japanese equities

The policy environment for Japanese companies looks favourable for the year ahead, although external risks remain.

04DEC 2017

Markets

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.

04DEC 2017

Markets

Outlook 2018: Global equities

The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.

01DEC 2017

Markets

The "79.2% chance" that the Santa Rally exists

The Santa Rally, when shares surge in the run-up to Christmas, is real, suggests analysis of three decades of data.

NOVEMBER

23NOV 2017

Markets

World pension ages on the rise: when will you retire?

State pension ages are rising around the world. We compare increases in different countries and suggest how people can still retire early

23NOV 2017

Markets

UK small and mid caps: in search of growth

For equity investors seeking exciting growth companies the UK market offers some compelling opportunities.

09NOV 2017

Markets

One year of President Trump: the impact on markets

In the 12 months since Donald Trump was elected US president, stockmarkets have hit record highs. We look at how and why the markets have reacted.

07NOV 2017

Thought Leadership

The paradox of passive. Beware of feedback loops

Would the last person to leave please turn out the lights?

06NOV 2017

Thought Leadership

The acid test of active management

Active managers are more likely to outperform in certain market conditions, but our research finds that there is also a group that can outperform whatever the weather.

06NOV 2017

Markets

The importance of Richard Thaler's 'nudge' theory for value investors

Theories developed by the latest Nobel Prize winner should resonate with value investors