Market views

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Markets

13JUN 2019

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

2019

MAY

21MAY 2019

Markets

Three reasons why the UK stock market looks compelling

UK equities are unloved, undervalued and high yielding; an ideal scenario for stock pickers.

15MAY 2019

Watch/Listen

Multi-asset outlook: equities to grind higher

In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments, explains why she favours US and emerging market equities and expects stocks to continue to rise.

APRIL

29APR 2019

Markets

Two common errors that investors make…and how to overcome them

Compounding and portfolio rebalancing could have helped investors overcome emotional urges during a turbulent six months for stock markets. Duncan Lamont explains.

24APR 2019

Markets

Which stock markets look ‘cheap’ after strong performances in the first quarter of 2019?

Following a dramatic rebound for stock markets in the first quarter of 2019, Duncan Lamont assesses how market valuations have been affected.

23APR 2019

Markets

Our multi-asset views for April 2019

This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.

16APR 2019

Markets

Infographic: Sustainability Report Q1 2019

In the latest sustainability report we provide an update on the current state of play for sugar, and look at the legalisation of cannabis and climate challenges posed by feeding the planet.

MARCH

22MAR 2019

Markets

Our multi-asset views for March 2019

In this month's multi-asset views we upgrade credit given more supportive central bank policies.