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?
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.
Taking the high road to emerging markets
10 Jan. 2019
With volatility and dispersion increasing in emerging market equities, long-term investors can guard their portfolios by actively integrating ESG into their decisions.
Life after Merkel
14 Dec. 2018
Annegret Kramp-Karrenbauer has replaced Angela Merkel as leader of Germany’s ruling CDU party, and may soon take her place as chancellor. What does this mean for Germany – and Europe?
Equities outlook: four predictions for 2019
12 Dec. 2018
How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.
Global equities experience a sharp sell-off
29 Nov. 2018
Equity markets fall sharply in October.
The AIQ Podcast: The Trump legacy
31 Oct. 2018
This latest episode of the AIQ Podcast explores the long-term impact of the Trump presidency.
Shares boosted by Korea talks
31 May 2018
While interest rates appear to be on a gradual upward trajectory in much of the world, UK financial markets were forced to scale back expectations of tighter monetary policy as softer domestic economic data appeared to give the Bank of England pause for thought.
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.
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.
Global equity markets hit by rising trade tensions
8 Apr. 2018
Global stock markets fell for a second month in a row in March, placing them in negative territory year to date, as worries over rising trade tensions between the US and China unnerved investors.