Latest equities thinking
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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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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.
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US equities: back to the future
4 Oct 2017
While US equities may look expensive using some traditional yardsticks, there is reason to expect their marked outperformance of the past three decades may continue, argues Giles Parkinson.
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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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The chairman: how Xi Jinping is shaping China’s future
28 Sep 2017
The National Party Congress will leave the Chinese President more powerful than ever before. What does this mean for China – and the world?
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Building blocs and doing deals
26 Sep 2017
While the UK and US bluster towards new trading arrangements, the ASEAN region is quietly showing how it’s done, writes Ed Wiltshire.
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