Duncan Lamont

Head of Research and Analytics

Highlight

Market Views: Equities

26FEB 2019

Weightlifting China - how big will it get?

In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.

2018

OCTOBER

03OCT 2018

Market Views: Equities

Are short sellers ethical?

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

AUGUST

24AUG 2018

Market Views: Equities

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.

15AUG 2018

Market Views: Equities

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.

JULY

31JUL 2018

Economic Views

Seven surprising facts about tax revenues around the world

New data collated by the OECD compares how governments raise taxes, yielding some notable findings.

11JUL 2018

Market Views: Equities

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.

APRIL

12APR 2018

Market Views: Equities

Which stockmarkets look cheap after the torrid start to 2018?

The start of 2018 has been volatile for stockmarkets. Duncan Lamont, Head of Research, explains how it has shifted valuations.

FEBRUARY

05FEB 2018

Market Views: Equities

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different