Latest equities thinking

  • 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?

  • 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.

  • 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.

  • US equities hit new highs

    10 Oct 2018

    Global equities experienced a mixed month in September with the US market reaching new highs, despite escalating trade tensions between Washington and Beijing, and the Federal Reserve’s decision to raise interest rates for the third time this year.

  • Tariffed: who are the losers in Trump’s trade war?

    1 Oct 2018

    Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.

  • Beyond the cave: behavioural science meets data science

    10 Jul 2018

    The idea unconscious biases influence decision-making in financial markets is nothing new. But behavioural finance has taken on new relevance in the age of Big Data and artificial intelligence.

  • Everybody wants to rule the world

    10 Jul 2018

    As tech titans such as Google and Amazon attempt to conquer new markets and conglomerates continue to dominate in emerging economies, we look at the ingredients that determine whether diversification succeeds – or fails.

  • 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.

  • 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.

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