Equities

AUGUSTUS

30AUG 2018

Markets

Europe's banks: cause for concern or cause for buying?

Our investment experts consider the prospects for Europe’s banks as the sector faces challenges including ongoing low interest rates and Italian political uncertainty.

24AUG 2018

Markets

The chart that highlights the eerie calm of the longest US bull market

This alternative chart of the record bull market shows why some investors might be getting complacent.

22AUG 2018

Markets

The longest bull market in history: five charts that tell the story

The bull market in US shares has reached 3,453 days. We explain how it happened and suggest what might happen next.

15AUG 2018

Markets

The Elon Musk dilemma – AKA the stockmarket cost/benefit trade-off

Elon Musk, CEO of electric carmaker Tesla, has suggested he will take the company private. We look at the benefits and costs of a stockmarket listing.

14AUG 2018

Markets

Turkey trouble: what's behind it and what does it mean for EM?

Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

06AUG 2018

Markets

Monthly markets review - July 2018

A look back at markets in July when global equities were supported by resilient economic data in the US and some strong corporate earnings.

03AUG 2018

Thought Leadership

ESG in passive: let the buyer beware

Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?

JULI

18JUL 2018

Markets

What is the best way to receive an income from my investments?

Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits.

12JUL 2018

Markets

An economic slowdown is approaching, but that's no cause for investor alarm

We’re approaching the end of the economic cycle, but markets are not stupid. Investors waiting for a significant collapse in the equity market because the economy is slowing may be in for a long wait.

11JUL 2018

Markets

World Cup special: which stockmarkets look ‘cheap’?

Our quarterly examination of market valuations coincides with the World Cup. Duncan Lamont offers some observations about market performance - and pitch performance.