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Markets

02JUL 2019

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

Markets

06DEC 2018

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Markets

06DEC 2018

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2018

NOVEMBER

20NOV 2018

Markets

Three reasons to diversify in the hunt for equity income

We examine why investors seeking a sustainable income should consider looking outside their home region.

OKTOBER

03OKT 2018

Markets

Are short sellers ethical?

It’s a few of the practitioners, rather than the practice, of short selling that can be unethical.

JUNI

26JUN 2018

Markets

"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?

MEI

22MEI 2018

Markets

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

15MEI 2018

Markets

Why supposedly "safe" sectors may be nothing of the sort

Many investors are attracted to the perceived stability of certain sectors. But safety stems from the price you pay, not the underlying dynamics of the businesses you buy.

08MEI 2018

Markets

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.

04MEI 2018

Markets

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.