Market views

Highlight

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

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.

27JUN 2019

Watch/Listen

Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.

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.

21JUN 2019

Markets

Brexit three years on: markets and the economy in six charts

It’s been three years since the UK voted to leave the EU. We look at what’s happened to the economy and markets, and what’s next for investors.

19JUN 2019

Markets

The case for a core allocation to emerging market debt

A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.

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.