Latest equities thinking

  • Trading places: Southeast Asia seizes opportunities amid US-china spat

    14 Mar 2019

    Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours are thriving.

  • ESG focus: China's green mission

    11 Mar 2019

    China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?

  • Global financial markets gain further ground

    7 Mar 2019

    Positive start to the year continues in February

  • The ties that bind

    28 Feb 2019

    Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.

  • A matter of taste

    6 Feb 2019

    As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.

  • 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.

  • Equity volatility: what lies beneath

    5 Oct 2017

    While aggregate volatility of major stock indices continues to be atypically low, slowly but surely uncertainty is building up again in financial markets. Investors should take note.

  • It’s the education, stupid!

    2 Oct 2017

    The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.

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