Equities

03FEB 2017

Markets

Letter from America - part four: What will Trump's trade and defence policies mean for markets?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration. In part four of his findings, he examines Trump’s stance on trade and defence, and the implications for the wider world.

02FEB 2017

Markets

How Trump’s presidency might affect your investments

There has been a lively reaction in financial markets to Donald Trump’s election win, but what might his presidency mean for investments in 2017?

02FEB 2017

Markets

Letter from America - part three: Are markets over-optimistic on Trump's finance, energy and infrastructure policies?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part three of his findings, he discusses domestic policy areas including infrastructure and energy.

01FEB 2017

Markets

Letter from America - part two: What will be Trump's top legislative priorities?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part two of his findings, he discusses deregulation, tax reform and healthcare, which are likely to be the key areas of focus for the new president.

01FEB 2017

Markets

Letter from America - part one: How will Trump seek to govern?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part one of his findings, he discusses how Trump might govern and the constraints that could limit his room for manouevre.

JANUARY

30JAN 2017

Markets

Copper’s golden age?

As the world reduces its dependency on fossil fuels, its dependency on copper must rise.

25JAN 2017

Markets

Will ‘value investors’ win in 2017?

Value investing enjoyed a turnaround in fortunes in 2016, but after many years of underperfomance compared with growth could 2017 be the year for value investors?

25JAN 2017

Markets

EuroView: Rotation, earnings recovery and a view from the US

Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.

19JAN 2017

Markets

How big was the global Trump rally – and where does it leave valuations?

The prospect of a Trump presidency has fuelled a rally in stockmarkets. We explain why and look at the latest valuations.

06JAN 2017

Markets

Bankruptcy wave opens up opportunities in distressed securities

It’s a potentially great time to invest in distressed securities, as we think the opportunity set available is currently as attractive as it has been since the global financial crisis.