Equities

Highlight

Markets

21NOV 2019

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?

2019

NOVEMBER

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.

OCTOBER

30OCT 2019

Markets

Global transformation: tackling climate change in five charts

Addressing climate change is not only going to transform the global economy, it’s going to divert trillions of dollars of investment every year. So, what does this mean for investors?

29OCT 2019

Markets

Will CO2 rules choke car industry profits?

Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.

24OCT 2019

Markets

How might EM investors benefit from the continued opening up of China’s capital markets?

As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.

24OCT 2019

Markets

The six biggest bull runs since 1962 (and their corrections)

We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.

23OCT 2019

Markets

How sustainable investing could calm our rising eco-anxiety

Increasing numbers of people feel overwhelmed by the challenge of climate change. Investing our money in a sustainable way could potentially boost our psychological well-being.

17OCT 2019

Markets

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.