Equities

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Market Views: Multi-Asset

17OCT 2019

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.

2019

OCTOBER

14OCT 2019

Market Views: Equities

Disruption from climate change is only just beginning for investors

We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.

07OCT 2019

Watch/Listen

What does disruption mean for investors?

In this short video, Alex Tedder discusses the opportunities that disruption and innovation bring for investors.

04OCT 2019

Market Views: Multi-Asset

Quarterly markets review - Q3 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

03OCT 2019

Market Views: Equities

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

02OCT 2019

Market Views: Equities

Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?

SEPTEMBER

30SEP 2019

Economic Views

How do presidential impeachments affect markets?

As US President Donald Trump faces fresh impeachment calls, we look at whether such inquiries in the past have moved markets.

26SEP 2019

Market Views: Equities

Could WeWork disrupt offices like Amazon disrupted shopping?

WeWork’s prospects as an investment may be precarious, but its impact on working culture could be comparable to Amazon’s impact on shopping.