Latest equities thinking
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.
Global equity markets hit by rising trade tensions
8 Apr 2018
Global stock markets fell for a second month in a row in March, placing them in negative territory year to date, as worries over rising trade tensions between the US and China unnerved investors.
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, Giles Parkinson considers where markets may be heading and what action, if any, investors should take.
Global equity markets hit by worries over US rates
6 Mar 2018
Global shares suffered their first monthly decline in over a year as the prospect of looser US fiscal policy weighed on bond markets amid concern US interest rates will rise faster as inflation creeps up.
US equities: back to the future
2 Mar 2018
Even when taking account of currency movements and varying economic growth in both countries, US equities have comprehensively outpaced equities on this side of the Atlantic. Giles Parkinson discusses the US stock market’s outperformance.
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.
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.
Global equity markets plunge after hitting new highs
8 Feb 2018
Global equities raced to fresh record highs in January, with the rally led by the all-important US market, as optimism over the outlook for both the global economy and corporate earnings mounted.
Equities, where next?
2 Feb 2018
Richard Saldanha discusses the outlook for global equities.
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.