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Markets

17OCT 2019

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.

2019

OCTOBER

08OCT 2019

Markets

Is oil’s relationship with energy stocks slipping?

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening?

04OCT 2019

Markets

Quarterly markets review - Q3 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

03OCT 2019

Markets

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

SEPTEMBER

30SEP 2019

Economics

How do presidential impeachments affect markets?

As US President Donald Trump faces fresh impeachment calls, we look at whether such inquiries in the past have moved markets.

26SEP 2019

Markets

Investors’ great expectations: Can private assets deliver against high hopes?

Investors are asking a lot from private assets as traditional asset classes look stretched. We find out if they can deliver.

20SEP 2019

Markets

Why M&S’ relegation from the FTSE 100 doesn’t mean the death of the High Street

Fund manager Jean Roche argues why M&S' historic relegation from the FTSE 100 is not all doom and gloom for UK retailers.

19SEP 2019

Markets

How do you invest in the global energy transition?

Over the next 30 years, the world’s energy system will shift from one based on fossil fuels to one dominated by renewable electricity. We examine the investment opportunity.