Equities

06SEP 2018

Economics

Monthly markets review - August 2018

A review of markets in August when US equities advanced but other regions lost ground against a backdrop of trade tensions and a currency crisis in Turkey.

03SEP 2018

Economics

ESG in passive: let the buyer beware

Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?

AUGUST

24AUG 2018

Economics

The chart that highlights the eerie calm of the longest US bull market

This alternative chart of the record bull market shows why some investors might be getting complacent.

22AUG 2018

Economics

The longest bull market in history: five charts that tell the story

The bull market in US shares has reached 3,453 days. We explain how it happened and suggest what might happen next.

15AUG 2018

Economics

The Elon Musk dilemma – AKA the stockmarket cost/benefit trade-off

Elon Musk, CEO of electric carmaker Tesla, has suggested he will take the company private. We look at the costs and benefits of a stockmarket listing.

06AUG 2018

Economics

Monthly markets review - July 2018

A look back at markets in July when global equities were supported by resilient economic data in the US and some strong corporate earnings.

JULY

18JUL 2018

Economics

What is the best way to receive an income from my investments?

Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits.

11JUL 2018

Economics

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

Economics

Quarterly markets review - Q2 2018

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

02JUL 2018

Global Investor Study

The potential income shock awaiting pension savers

A global study of investor attitudes finds that those close to retirement expect to replace 74% of their salary when they give up work. The reality for those already retired is very different.