Latest equities thinking
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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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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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Equities: where next after a record breaking year?
9 Jan 2018
Our equities fund managers give their thoughts on what investors should look out for in the coming year.
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Has South Africa reached a turning point?
4 Jan 2018
By electing Cyril Ramaphosa as its new leader, the African National Congress has shown it is ready for change – but Jacob Zuma could be an obstacle to progress, says Bryony Deuchars.
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UK investment: outward bound
14 Dec 2017
Uncertainty surrounding the UK economy is potentially driving a new wave of outward merger and acquisition activity.
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China autos: on the road to an electric future
29 Nov 2017
With ambitious new targets for electric vehicles and vast opportunities in self-driving vehicles and the share-riding sector, China has the potential to reshape the global autos sector.
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Equities correlation collapse brings opportunities
9 Nov 2017
Correlations in equity markets have fallen dramatically since the beginning of 2017. We look at the drivers of this trend and the implications for investors.
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