Equities

21SEP 2017

Markets

A red light is flashing over "bond proxy" income funds

Stocks from "bond proxy" sectors such as tobacco could be bad for your wealth, but many income funds are full of them.

14SEP 2017

Markets

Do rising rates reduce returns on income assets?

Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.

14SEP 2017

Thought Leadership

Do rising rates reduce returns on income assets?

Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.

14SEP 2017

Markets

Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.

13SEP 2017

Markets

Two reasons why European equities could surge in the coming years

With interest rates set to normalise at low levels and profit margins improving, we see scope for significant gains.

04SEP 2017

Markets

Chart attack: Seven market snapshots from August

Solar, bitcoin, tech and tea all feature among the seven charts that caught our eye last month.

AUGUST

30AUG 2017

Markets

The future of shopping malls and what it means for property investors

The decline of malls in the US has caused concern among real estate investors. Our Global Cities blog looks at what it might mean for shopping centres in the UK and Europe

24AUG 2017

Markets

Why invest in restructuring opportunities?

Equity investors often look for restructuring opportunities. We look at what this means and how such opportunities fit into a portfolio.

23AUG 2017

Markets

Hong Kong versus Singapore: 10 years of banking returns

How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.

22AUG 2017

Markets

Market complacency could bolster case for gold

Equity valuations are extremely high and complacency stalks markets; we explain why this could be a time for gold to shine.