TalkingPoint

Markets

24APR 2019

What is the Green New Deal and what does it mean for investors?

Markets

24APR 2019

What is the Green New Deal and what does it mean for investors?

The US Green New Deal is a highly ambitious project to tackle climate change and inequality, which we think represents a major shift in the way inves…

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Markets

24APR 2019

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

Markets

24APR 2019

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.

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Economics

17APR 2019

China defies the gloom

Economics

17APR 2019

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

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Watch/Listen

06MAR 2019

When will value investing’s record bad streak end?

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Watch/Listen

06MAR 2019

When will value investing’s record bad streak end?

In this 60 second video, Fund Manager Nick Kirrage discusses value investing's record bad streak and why value now might present a great opportunity.

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Economic and Strategy Viewpoint

29MAR 2019

Economic and Strategy Viewpoint - April 2019

Economic and Strategy Viewpoint

29MAR 2019

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

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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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