Global

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Markets

18JUL 2018

What is the best way to receive an income from my investments?

Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits.

2018

JULY

11JUL 2018

Markets

World Cup special: which stockmarkets look ‘cheap’?

Our quarterly examination of market valuations coincides with the World Cup. Duncan Lamont offers some observations about market performance - and pitch performance.

09JUL 2018

Global Market Perspective

Global Market Perspective - Q3 2018

How a stronger dollar would affect global growth and why we are more cautious on equities; these are two of the topics we tackle in this quarter's economic and asset allocation views.

05JUL 2018

Markets

Quarterly markets review - Q2 2018

A look back on what was a volatile second quarter for financial markets.

04JUL 2018

Watch/Listen

How might a trade war play out?

If trade tensions escalate, potential consequences could include stagflation and a stronger US dollar.

02JUL 2018

Markets

The potential income shock awaiting pension savers

A global study of investor attitudes finds that those close to retirement expect to replace 74% of their salary when they give up work. The reality for those already retired is very different.

JUNE

28JUN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2018

This month we look at intensifying trade wars, weakness in EM currencies and ask “what happened to eurozone growth?”

25JUN 2018

Markets

Where is the value in value investing

The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.