Perspective

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Markets

16OCT 2019

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

2019

OCTOBER

14OCT 2019

Markets

Sustainable Investment Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.

10OCT 2019

Global Market Perspective

Global Market Perspective - Q4 2019

Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.

02OCT 2019

Markets

Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?

01OCT 2019

Economics

How will today's consumption tax rise affect Japan's economy?

In a weak global environment, the tax increase underlines Japan’s long-term fiscal challenges.

01OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

SEPTEMBER

26SEP 2019

Markets

Could WeWork disrupt offices like Amazon disrupted shopping?

WeWork’s prospects as an investment may be precarious, but its impact on working culture could be comparable to Amazon’s impact on shopping.

25SEP 2019

Markets

Three ways you can prepare for tougher markets

Economic, market and regulation challenges mean the future is likely to be more difficult than the past. Here are three ways that pension funds can overcome these obstacles.