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Global Responsible Investment
The data economy is evolving rapidly, bringing investment opportunities in network, infrastructure, memory, storage and cybersecurity, as Jason Bohnet explains.
James Balfour considers the implications of a tie-up between Sainsbury’s and Asda on the grocery retailing sector.
An improvement in relations between the US and North Korea is good news for investors, writes Ed Wiltshire.
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.
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.
The rise of the newly-affluent millennial generation is disrupting traditional industries in emerging markets – and bringing new risks and opportunities for investors.
Our equities fund managers give their thoughts on what investors should look out for in the coming year.
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