Global

28JAN 2019

Markets

Infographic: Sustainability Report Q4 2018

In our latest sustainability report we look at the challenges posed by trade wars and artificial intelligence, as well as the ethics of short selling.

24JAN 2019

Economics

Infographic: A view of the world economy in January 2019

This month's infographic looks at three economic themes for 2019 as well as some black swan risks.

23JAN 2019

Economics

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

21JAN 2019

Markets

Multi-asset investing in tough times: the human factors to consider

Johanna Kyrklund, Global Head of Multi-Asset Investments, lists her five key elements to structuring a successful multi-asset team.

18JAN 2019

Markets

Our multi-asset views for January 2019

Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.

16JAN 2019

Markets

How cleaning up the shipping industry could put liquefied natural gas in the spotlight

The focus on lowering sulphur and carbon emissions from marine fuels may increase demand for liquefied natural gas

15JAN 2019

Markets

Why fears over the rise in triple-B corporate bonds look overdone

Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.

15JAN 2019

Markets

Which stock markets look ‘cheap’ as we head into 2019?

As the dust settles on 2018 in turbulent fashion, Duncan Lamont assesses how market valuations look as we head into 2019.

10JAN 2019

Markets

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.

09JAN 2019

Global Market Perspective

Q1 2019

Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.