Market views

OCTOBER

25OCT 2018

Markets

Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

24OCT 2018

Markets

Our multi-asset views for October 2018

Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.

10OCT 2018

Markets

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

05OCT 2018

Markets

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.

03OCT 2018

Markets

Can European equities play catch-up in Q4?

Returns from European equities have lagged the US so far in 2018 but we see signs this could change as we head towards year-end.

SEPTEMBER

28SEP 2018

Markets

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

24SEP 2018

Markets

Our multi-asset views - September 2018

Currencies dominate the changes in our asset allocation views this month, including an upgrade for the US dollar.

12SEP 2018

Markets

10 years on from Lehman’s collapse: seven charts to consider

The collapse of the US investment bank on 15 September 2008 sent shockwaves through markets. We explain the impact in the decade since.

AUGUST

30AUG 2018

Markets

Europe's banks: cause for concern or cause for buying?

Our investment experts consider the prospects for Europe’s banks as the sector faces challenges including ongoing low interest rates and Italian political uncertainty.

24AUG 2018

Markets

The chart that highlights the eerie calm of the longest US bull market

This alternative chart of the record bull market shows why some investors might be getting complacent.