Equities

06FEB 2018

Equities

S&P's 4% fall: How the stockmarket has performed after big one day losses

The S&P 500 fell more than 4% on Monday, prompting the question: what next? We examine the history of sharp one-day falls.

05FEB 2018

Equities

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

02FEB 2018

Multi-Asset

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

JANUARY

31JAN 2018

Equities

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.

18JAN 2018

Equities

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

09JAN 2018

Global Market Perspective

Q1 2018

Themes for 2018, slowing global liquidity, the behavior of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.

05JAN 2018

Equities

Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

05JAN 2018

Equities

European stockmarkets in 2017 - nine charts that show the trends

We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.

04JAN 2018

Equities

How I scored in the investIQ test – and what I learned

Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases

2017

DECEMBER

21DEC 2017

Equities

Which of the major stockmarkets are 'cheap' going into 2018?

We use five measures to value global stockmarkets and offer a colour-coded table to reflect value.