Equities

NOVEMBER

30NOV 2018

Equities

Amazon HQ2 - "Mr. Bezos, why didn’t you call?"

If Jeff Bezos had called the Global Cities team we could have saved him a year’s worth of work.

28NOV 2018

Equities

The “79% chance” the Santa Rally is real

Investors have begun to expect a surge in shares in the run-up to Christmas. A look back at three decades of data explains why.

22NOV 2018

Fixed Income

Late-cycle investing: Are investors in for a Dickens of a time?

It is the best of times for the US economy, but for investors in high yield bonds and stocks it could become the worst of times.

20NOV 2018

Equities

Three reasons to diversify in the hunt for equity income

We examine why investors seeking a sustainable income should consider looking outside their home region.

16NOV 2018

Economic Views

Brexit: UK economic outlook hinges on May selling deal

We think the risk of a no-deal Brexit should mean Theresa May gets her deal through parliament. If not, the UK risks a recession next year.

13NOV 2018

Economic Views

Six reasons you should care about share buybacks

Share buybacks have fundamentally altered the investment landscape over recent years. This has long term consequences which investors need to be aware of.

07NOV 2018

Equities

How emerging markets have changed over the past 20 years

We review the evolution of the MSCI Emerging Markets Index and consider the emerging countries to watch for the future.

07NOV 2018

Economic Views

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

05NOV 2018

Equities

Shocktober: Seven charts that tell the story of the worst month for stocks in six years

Here are our charts of the month for October, when stock markets sold off sharply.