Latest equities thinking

  • Global financial markets gain further ground

    7 Mar 2019

    Positive start to the year continues in February

  • 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.

  • Global financial markets begin 2019 on a strong note

    12 Feb 2019

    Bond and equities rally on the outlook for interest rates

  • 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.

  • Global economic and political uncertainty hits equities

    9 Jan 2019

    Equities fall sharply but highly-rated bonds rally.

  • 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

    7 Nov 2018

    Equity markets fall sharply in October.

  • 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.

  • The Trump Legacy

    15 Aug 2018

    At the halfway point of his first term, we explore the impact Trump’s presidency may leave on America and the rest of the world.

  • The great digital detox

    18 Jul 2018

    From Russian hackers interfering in foreign elections to high-profile corporate breaches, people are waking up to some harsh realities around data. We look at what the European call for a ‘Magna Carta’ for data has led to, and explore the investment implications of the growing scrutiny over data privacy.

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