Equities

05JUL 2018

Markets

Quarterly markets review - Q2 2018

A look back on what was a volatile second quarter for financial markets.

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?

25JUN 2018

Thought Leadership

Where is the value in value investing

The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.

21JUN 2018

Markets

Brexit vote two years on: seven charts that tell the story

On the anniversary of the UK's vote to leave the European Union we look at the timeline to Brexit and what's happened in markets and the UK economy.

21JUN 2018

Markets

Is the high street really doomed?

The UK high street is in disarray following more closures, and retail stocks are under real pressure. We look at how serious the problems are for the sector, and how investors might benefit.

20JUN 2018

Markets

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

13JUN 2018

Markets

“Peak Policy” - are politicians running out of steam in tackling climate change?

We assess whether policy's impact on climate change is beginning to wane.

13JUN 2018

Markets

Active vs passive: how the debate stacks up in Europe ex UK equities

The argument over whether to use passive or active funds is often narrowly focused on the US. Here, we examine the evidence for Europe ex UK equities.

08JUN 2018

Markets

Where next for precious metals?

The outlook for gold and silver, and for the companies producing them, was in the spotlight at the recent Zurich Gold Fair. Here’s what we learned.

06JUN 2018

Markets

Monthly markets review - May 2018

A look back at markets in May when global equities advanced but political risks re-emerged in Europe.