Equities

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Global Market Perspective

18JUL 2018

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.

2018

JULY

11JUL 2018

Market Views: Equities

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.

10JUL 2018

Market Views: Equities

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

26JUN 2018

Market Views: Equities

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

21JUN 2018

Market Views: Equities

Brexit vote two years on: seven charts that tell the story

On the anniversary of the UK's vote to leave the European Union we look at the timeline to Brexit and what's happened in markets and the UK economy.

21JUN 2018

Market Views: Equities

Is the high street really doomed?

The UK high street is in disarray following more closures, and retail stocks are under real pressure. We look at how serious the problems are for the sector, and how investors might benefit.

20JUN 2018

Market Views: Multi-Asset

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

13JUN 2018

Market Views: Equities

Active vs passive: how the debate stacks up in Europe ex UK equities

The argument over whether to use passive or active funds is often narrowly focused on the US. Here, we examine the evidence for Europe ex UK equities.