UK

12JUL 2017

Markets

European banks: why investors should still be choosy even as prospects brighten

Bank shares have been supported by expectations of higher interest rates but these could take some time to materialise. We prefer banks that are less reliant on the rate backdrop and note UK banks look attractive for patient investors.

10JUL 2017

Economics

Why interest rates predictions have suddenly shifted

The market forecast for the first rise in UK interest rates has moved closer. We explain why.

07JUL 2017

Global Market Perspective

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.

03JUL 2017

Markets

Seven charts that caught our eye in June

We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .

JUNE

30JUN 2017

Markets

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.

23JUN 2017

Brexit

Brexit: One year on

On the first anniversary of the historic vote to leave the European Union, we look at the impact the referendum has had on the UK from an economic, fixed income and equity perspective.

16JUN 2017

Markets

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.

09JUN 2017

Watch/Listen

60 seconds on the post-election prospects for UK bonds

Rejection of austerity could mean higher government spending and increased supply of gilts.

09JUN 2017

Watch/Listen

60 seconds on the UK election implications for the economy and Brexit

Growth could slow and Brexit talks remain the big uncertainty.

09JUN 2017

Watch/Listen

60 seconds on the outlook for equities after the UK election

The period following Brexit is likely to be turbulent for the FTSE but there will be opportunities to buy cheap stocks.