Equities

11JUL 2018

Markets

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.

05JUL 2018

Markets

Quarterly markets review - Q2 2018

A look back on what was a volatile second quarter for financial markets.

JUNE

26JUN 2018

Markets

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

25JUN 2018

Markets

Where is the value in value investing

The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.

21JUN 2018

Markets

Brexit vote two years on: seven charts that tell the story

On the anniversary of the UK's vote to leave the European Union we look at the timeline to Brexit and what's happened in markets and the UK economy.

21JUN 2018

Markets

Is the high street really doomed?

The UK high street is in disarray following more closures, and retail stocks are under real pressure. We look at how serious the problems are for the sector, and how investors might benefit.

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.

13JUN 2018

Markets

“Peak Policy” - are politicians running out of steam in tackling climate change?

We assess whether policy's impact on climate change is beginning to wane.

13JUN 2018

Markets

Active vs passive: how the debate stacks up in Europe ex UK equities

The argument over whether to use passive or active funds is often narrowly focused on the US. Here, we examine the evidence for Europe ex UK equities.

08JUN 2018

Markets

A look at the future of power management and energy efficiency

As we approach the limit of what silicon-based technologies can deliver in power management, a new category of materials is providing exciting opportunities in energy saving.