TalkingPoint

Markets

17OCT 2019

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

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, in…

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Markets

16OCT 2019

Which stock markets are "cheap" entering the final quarter of 2019?

Markets

16OCT 2019

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

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Economics

17OCT 2019

Brexit deal reaction: recession averted?

Economics

17OCT 2019

Brexit deal reaction: recession averted?

What are the implications of today's breakthrough in Brexit negotiations?

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Watch/Listen

07OCT 2019

What does disruption mean for investors?

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Watch/Listen

07OCT 2019

What does disruption mean for investors?

In this short video, Alex Tedder discusses the opportunities that disruption and innovation bring for investors.

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Economic and Strategy Viewpoint

01OCT 2019

Economic and Strategy Viewpoint - October 2019

Economic and Strategy Viewpoint

01OCT 2019

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the pr…

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Global Market Perspective

10OCT 2019

Global Market Perspective - Q4 2019

Global Market Perspective

10OCT 2019

Global Market Perspective - Q4 2019

Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.

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