Equities

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Market Views: Equities

15AUG 2019

What do “lower for longer” interest rates mean for value investors?

Low interest rates have lengthened this economic cycle and encouraged risky investment behaviour.

Market Views: Multi-Asset

06AUG 2019

2019

AUGUST

02AUG 2019

Market Views: Equities

Rate cuts push case for Asian dividends

Low interest rates are just one of several potential tailwinds for high dividend yield stocks in Asia.

JULY

30JUL 2019

Market Views: Equities

Is sustainable air travel an electric dream?

The electrification of small planes is an exciting development, but it won’t be anywhere near enough to offset aviation’s hefty carbon footprint.

25JUL 2019

Market Views: Equities

European equities: which style has been in vogue this year?

European shares made a strong advance in the first half of 2019, but the gains were not evenly spread across the market.

24JUL 2019

Market Views: Equities

Why we're at a tipping point for clean energy

Renewable energy has been around for a while but there are now three drivers working together to speed up the transition away from fossil fuels.

18JUL 2019

Market Views: Equities

Turning up the heat: are investors making up for lack of public leadership?

With governments failing to display sufficient climate leadership during the G20 summit in Japan, active ownership is on the rise.

17JUL 2019

Market Views: Equities

Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.

17JUL 2019

Market Views: Equities

Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.