Perspective

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Markets

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.

2019

AUGUSTUS

02AUG 2019

Markets

Rate cuts push case for Asian dividends

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

JULI

31JUL 2019

Economische & strategische analyse

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

31JUL 2019

Economie

Why weaker pound has failed to turbocharge the economy

Without an increase in exports, the expected benefit from the currency depreciation is lost.

30JUL 2019

Markets

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.

24JUL 2019

Markets

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.

17JUL 2019

Markets

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

Markets

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.