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Markets

12JUL 2019

How the stock market’s fading status could increase social inequality

The increasing number of companies shunning the stock market could contribute to rising inequality in society. We’ve identified three ways to fight back

2019

JULY

02JUL 2019

Markets

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNE

27JUN 2019

Markets

The downgrade risks facing passive investment grade bondholders

Passive credit investors could be facing significant downgrade losses when the next economic downturn hits. Active managers, however, have the flexibility to manage these risks more efficiently.

25JUN 2019

Markets

Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.

24JUN 2019

Markets

Is this market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

18JUN 2019

Markets

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

13JUN 2019

Markets

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

13JUN 2019

Markets

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.