Equities

20FEB 2018

Markets

Why companies that cut their dividend can be attractive income investments

It may seem counterintuitive but companies that have cut their dividends can be good sources of future income.

16FEB 2018

Markets

Disruption is everywhere, but so are the investment opportunities

Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.

15FEB 2018

Markets

Where next for markets as Europe moves from recovery to expansion?

Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?

13FEB 2018

Markets

Investing in India: how might reforms affect stockmarket returns?

With growth expected to have bottomed, what lies ahead for India’s stockmarket in 2018?

06FEB 2018

Markets

S&P's 4% fall: How the stockmarket has performed after big one day losses

The S&P 500 fell more than 4% on Monday, prompting the question: what next? We examine the history of sharp one-day falls.

05FEB 2018

Markets

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

02FEB 2018

Markets

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

JANUARY

31JAN 2018

Markets

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.

26JAN 2018

Economics

30-year return forecast: 2018 update

In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.

18JAN 2018

Markets

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.