30JUN 2017


How the FTSE 100 has changed over 33 years

As the FTSE 100 undergoes another quarterly change, we look back at what happened to the iconic names of yesteryear – and why it’s important for investors to understand the transformation.

29JUN 2017

Economische & strategische analyse

July 2017

In this month's viewpoint we consider whether we have seen the end of the "Trump trade", if investors have become too complacent and where the danger points are for emerging markets.

27JUN 2017


In praise of activist investors

Agitators are far from perfect, but they can play key role in spurring long-term thinking.

26JUN 2017


Are car loans a slow-motion car crash?

Wary of a repeat of the subprime mortgage crisis, investors are eyeing auto loans with rising suspicion. Are they right to worry?

22JUN 2017


Fourth time lucky: MSCI to include China A-shares

China A-shares have been included in MSCI indices. It is another step forward for China’s markets. We look at how investors can make the most of it.

16JUN 2017


Is it time to focus on capital preservation, rather than capital growth?

We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.

16JUN 2017


14 years of returns: history’s lesson for investors

This graphic shows the best and worst performing assets each year since 2003 and illustrates why diversifying your investments matters.

14JUN 2017


Does low volatility mean a shock lies in store for investors?

The Vix ‘fear index is near to record lows. We look at what has happened before when markets have been eerily calm.

13JUN 2017


The impact of presidential impeachment on markets

Craig Botham looks at historical examples of presidential impeachments to assess the impact on equity and bond markets.

09JUN 2017


UK election result: what it means for Brexit and markets

Theresa May has formed a new government. Our experts explain the implications for the economy, markets and Brexit.