Market views

20JUN 2018

Markets

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

19JUN 2018

Markets

Four reasons for caution on a market in transition

Investors are mostly optimistic and seemingly confident of sizable future gains, in spite of historically unfavourable valuations and a number of other risks that are re-emerging.

05JUN 2018

Markets

The market stories of May: our charts of the month

May was an eventful month in financial markets. We chart our way around key developments that matter to investors

04JUN 2018

Markets

Why Italian politics matters for eurozone banks

Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.

MAY

22MAY 2018

Markets

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

18MAY 2018

Markets

Could China’s bond market really be within investors' reach?

Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.

16MAY 2018

Markets

Our multi-asset investment views for May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

08MAY 2018

Markets

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.

08MAY 2018

Markets

How to cope with a 10% investment fall

Recent market setbacks were particularly unsettling for new investors. Andrew Oxlade urges such investors to recognise personal traits that can lead to rash decisions.

02MAY 2018

Markets

Market movers: April's charts of the month

Our monthly round-up of a few of the most eye-catching or significant charts of April.