Equities

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Economics

18JUN 2019

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.

2019

JUNE

12JUN 2019

Economics

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

06JUN 2019

Economics

Monthly markets review - May 2019

A look back at markets in May when stocks fell as trade tensions ratcheted up.

03JUN 2019

Economics

Why ESG matters in value investing

It’s not just the E of ESG that matters – for value investors the S and G are vitally important.

MAY

28MAY 2019

Economics

"Flygskam" – the very real impact of climate change on Swedish airlines

Swedish airlines are just the latest industry to feel the pinch from carbon conscious consumers, through "flygskam" (flight shame).

22MAY 2019

Economics

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.

21MAY 2019

Economics

Three reasons why the UK stock market looks compelling

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

20MAY 2019

Economics

Can Amazon really be a climate change champion?

The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.