Latest equities thinking
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Everybody wants to rule the world
10 Jul. 2018
As tech titans such as Google and Amazon attempt to conquer new markets and conglomerates continue to dominate in emerging economies, we look at the ingredients that determine whether diversification succeeds – or fails.
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The data economy revolution
3 Jul. 2018
The data economy is evolving rapidly, bringing investment opportunities in network infrastructure, memory, storage and cybersecurity, as Jason Bohnet explains.
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Trump and Kim: an unlikely bromance?
17 May 2018
An improvement in relations between the US and North Korea is good news for investors, writes Ed Wiltshire.
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Sainsbury’s planned merger with Asda: who is in the money?
17 May 2018
James Balfour considers the implications of a tie-up between Sainsbury’s and Asda on the grocery retailing sector.
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Are stock markets starting to signal a recession?
2 Apr. 2018
With sentiment towards equities having taken a turn for the worse in recent weeks, we consider where markets may be heading and what action, if any, investors should take.
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Global equity markets hit by worries over US rates
6 Mar. 2018
Global shares suffered their first monthly decline in over a year as the prospect of looser US fiscal policy weighed on bond markets amid concern US interest rates will rise faster as inflation creeps up.
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US equities: back to the future
2 Mar. 2018
Even when taking account of currency movements and varying economic growth in both countries, US equities have comprehensively outpaced equities on this side of the Atlantic. Giles Parkinson discusses the US stock market’s outperformance.
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US economy: still rolling
1 Mar. 2018
The US economy is enjoying its third longest span of uninterrupted growth since records began. While some argue it is a matter of time until the next recession arrives, the alarm bells are not ringing just yet.
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Diversification life on the edge
26 Feb. 2018
Diversification has fallen out of favour in UK boardrooms over recent decades. The recent trend towards making existing assets work even harder could be a better approach, says Trevor Green.
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Investors cheering China's market expansion should be careful what they wish for
24 Feb. 2018
A new pilot scheme could give investors greater access to China’s vast equity market. But the project may also affect the performance of existing Hong Kong-listed shares, says Will Ballard.
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Gilded youth driving change in emerging markets
30 Jan. 2018
The rise of the newly-affluent millennial generation is disrupting traditional industries in emerging markets – and bringing new risks and opportunities for investors.
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