TalkingPoint

Markets

21MAY 2019

Three reasons why the UK stock market looks compelling

Markets

21MAY 2019

Three reasons why the UK stock market looks compelling

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

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Markets

20MAY 2019

Can Amazon really be a climate change champion?

Markets

20MAY 2019

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 fo…

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Economics

20MAY 2019

Japan springs growth surprise to allay recession fears

Economics

20MAY 2019

Japan springs growth surprise to allay recession fears

However, the Q1 GDP report masks very weak domestic demand.

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Watch/Listen

15MAY 2019

Multi-asset outlook: equities to grind higher

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Watch/Listen

15MAY 2019

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 s…

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Economic and Strategy Viewpoint

01MAY 2019

Economic and Strategy Viewpoint - May 2019

Economic and Strategy Viewpoint

01MAY 2019

Economic and Strategy Viewpoint - May 2019

This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argen…

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Global Market Perspective

08APR 2019

Global Market Perspective - Q2 2019

Global Market Perspective

08APR 2019

Global Market Perspective - Q2 2019

Our latest economic and asset allocation views include a note on the prospects for US corporate earnings.

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