Equities

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Economic Views

11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

Market Views: Equities

10DEC 2018

Market Views: Equities

07DEC 2018

2018

DECEMBER

07DEC 2018

Market Views: Equities

Outlook 2019: Japanese equities

Japanese companies continue to respond positively to the improving domestic conditions as they begin to regain some pricing power after almost two decades of deflation.

06DEC 2018

Market Views: Equities

Outlook 2019: UK equities

Investors have shunned UK equities as a result of uncertainty related to Brexit. Against this backdrop, UK equities fund managers Sue Noffke and Andy Brough explain how they’re looking at the market heading into 2019.

06DEC 2018

Market Views: Equities

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.

05DEC 2018

Market Views: Equities

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

NOVEMBER

30NOV 2018

Market Views: 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

Market Views: 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

Market Views: 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.