Equities

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Markets

13DEC 2019

What does the Conservatives’ victory mean for the UK economy and markets?

The large majority for Boris Johnson’s Conservative party sees the pound and UK shares react positively, as investors welcome greater clarity on the policy backdrop.

2019

DECEMBER

05DEC 2019

Markets

Outlook 2020: Asian equities

Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.

05DEC 2019

Markets

Monthly markets review - November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

05DEC 2019

Markets

Outlook 2020: Japanese equities

We expect a return to a more normal market environment in which individual stock-specific factors are the primary driver of long-term stock price returns.

03DEC 2019

Markets

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

03DEC 2019

Markets

Outlook 2020: Global equities

Stock market volatility is likely to increase and stock selection will become more important, as global uncertainty continues and the US bull market shows early signs of exhaustion.

NOVEMBER

21NOV 2019

Thought Leadership

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

06NOV 2019

Markets

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.