Equities

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Insights

26MAR 2019

Death of the High Street? Why we’re still backing UK retail

If you want to gain an investment edge with UK retail stocks then its imperative to look beyond the headlines.

2019

JANUARY

11JAN 2019

Insights

29 reasons not to invest in the stock market

Over the past three decades there have been plenty of stock market shocks to dissuade people from investing. Our data shows what happened after each event.

2018

DECEMBER

18DEC 2018

Insights

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

14DEC 2018

Insights

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations and an easing in Chinese growth concerns.

13DEC 2018

Insights

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

10DEC 2018

Insights

Outlook 2019: Sustainability

The next few years will see rising physical losses from climate-related events, higher taxes to combat intergenerational inequality and tougher conditions for over-levered corporates.

07DEC 2018

Insights

Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.

06DEC 2018

Insights

Outlook 2019: UK equities

Investors have shunned UK equities as a result of uncertainty related to Brexit. Against this backdrop, UK equities fund managers Sue Noffke and Andy Brough explain how they’re looking at the market heading into 2019.