22AUG 2017


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.

09AUG 2017


The global financial crisis 10 years on: six charts that tell the story

It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.

09AUG 2017


Progress of Europe’s banks may mark a turning point

Much has been done on debt and tech challenges may now be the hardest battle ahead.

04AUG 2017


Monthly markets review - July 2017

A look back on markets in July, when emerging market equities outperformed their developed market counterparts.

03AUG 2017


TalkingEconomics: The outlook for global trade

We assess the outlook for global trade, and conclude that a China-driven slowdown will be only partially offset by Europe. Tailwinds are becoming harder to find.

01AUG 2017


Six charts that caught our attention in July

We highlight some of the charts that we found interesting this month, including UK house prices, Chinese trade and the declining dollar.


27JUL 2017


Seven-year asset class forecast returns: 2017

Returns face further compression and investors seeking positive real returns would be advised to look at riskier assets: credit, equities and alternatives.

26JUL 2017


Why churn is not necessarily burn

As covered in the Financial Times, our research challenges the conventional wisdom that portfolio turnover and transaction costs should be minimised, and finds it to be misguided.

25JUL 2017


The FTSE in 2017: six charts that tell the story so far

The UK stockmarket rose in the first half of 2017 in the face of political and economic uncertainty. We look at why and what the future may bring.

24JUL 2017


Why is producer price inflation so important for eurozone companies?

With prices rising again in the eurozone, we look at what this means for company profits.