13DEC 2017


Outlook 2018: Commodities

With global inflation forecast to pick up, is it time to add exposure to commodities, where fundamentals are improving and valuations are attractive?

07DEC 2017


Monthly markets review - November 2017

A look back on markets in November when US equities led the advance.


02NOV 2017


60 seconds on the case for gold exposure

Gold is under-owned but some exposure may be needed as inflation is building alongside other risks.

02NOV 2017


Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

01NOV 2017


Investors expect returns of 10.2% with millennials hoping for more

Investors expect annual returns of more than 10% over the next five years, with millennials looking for nearly 12%.


26SEP 2017


The case for active asset management

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.

14SEP 2017


Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.


22AUG 2017


Market complacency could bolster case for gold

Equity valuations are extremely high and complacency stalks markets; we explain why this could be a time for gold to shine.

09AUG 2017


The global financial crisis 10 years on: six charts that tell the story

It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.

04AUG 2017


Monthly markets review - July 2017

A look back on markets in July, when emerging market equities outperformed their developed market counterparts.