Perspective

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Equities

17JUN 2019

Investors should note the approaching tipping point for renewable energy

Renewable energy may soon put downward, not upward, pressure on energy prices, prompting a much faster move away from fossil fuels.

2019

JUNE

05JUN 2019

Economic Views

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

03JUN 2019

Equities

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

Equities

"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).

21MAY 2019

Equities

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

Equities

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.

16MAY 2019

Economic Views

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

08MAY 2019

Economic Views

Why a pick-up in UK growth may prove deceptive

Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.