03DEC 2015


Outlook 2016: Emerging Market Equities

Allan Conway highlights the signposts investors should look for as drivers of emerging markets equity performance in 2016.

02DEC 2015


Outlook 2016: Asian ex Japan Equities

For the year ahead, our preferred areas for investment are companies with strong cash flows and, in this low earnings growth environment, low cost producers that also have a flexible cost base.

01DEC 2015


60 seconds with Alex Tedder on the 2016 outlook for global equities

While the macroeconomic outlook looks uncertain for global equities, Alex Tedder finds reasons to be bullish over individual companies, particularly those that specialise in disruptive technology and provide earnings power.


26NOV 2015


Is Black Friday holding retailers to ransom?

Black Friday should be the highlight of the year for retailers, a chance to drive the punters through their doors and out again via their cashiers filling the coffers along the way, but in reality is Black Friday causing more pain than profit for the retail sector?

24NOV 2015


Outlook 2016: European Equities

At the time of writing, the MSCI Europe equity index has delivered a total return of around 10% this year and we believe investors should see further gains in 2016 given the continued earnings recovery in Europe.

23NOV 2015


Outlook 2016: Global Equities

Alex Tedder discusses how an uncertain macroeconomic backdrop means that a focus on company-specific drivers that can deliver earnings surprise, is the best way to navigate 2016.

05NOV 2015


Monthly markets review - October 2015

An overview of markets in October 2015, when equities posted strong positive returns amid hopes of more accommodative monetary policy from central banks.

03NOV 2015


Is sugar turning Big Food into the next Big Tobacco?

Elly Irving discusses the three catalysts that could result in Big Food becoming the next Big Tobacco, potentially resulting in lower sales growth, higher costs and large scale litigation for food and beverage companies.

02NOV 2015


Do capital market banks deserve more investor respect?

While acknowledging the challenges, Financials Global Sector Specialist, Chris Costanza, sees a disconnect between sentiment and fundamentals, providing investors with an attractive risk-reward skew in the systemic banks.


27OCT 2015


60 seconds with Marcus Brookes on the potential for a December rate rise

Marcus Brookes discusses why he believes the US economy is in good health and a Christmas interest rate rise could be on the cards.