Latest equities thinking

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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Can India reap the demographic dividend?

7 Sep 2017

India’s economy lags China’s in many areas, but in one crucial respect it has the edge: its favourable demographic profile. But will India be able to capitalise on this advantage?

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Don’t follow the herd: taking advantage of behavioural biases

24 Aug 2017

The behavioural biases of investors offer opportunities to outperform so long as you avoid falling into the same traps, argues, Giles Parkinson.

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Emerging market investors should beware China’s credit cycle

27 Jul 2017

There are signs China’s credit cycle has begun to turn, with big implications for other emerging markets, writes Will Ballard.

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Emerging market reformers: hope or hype?

25 Jul 2017

Emerging market investors welcome leaders who promise reform – but those promises are not always kept, writes Ed Wiltshire.

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Amazon: how big can it get?

13 Jul 2017

Amazon surprised the market with its $13.7 billion acquisition of Whole Foods, but as the company extends its reach into new sectors, will antitrust regulators begin to scrutinise its activities more closely?

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European equities: this time could be different

8 Jun 2017

European equities, weighed down by political concerns, have appeared undervalued for a year. However, with political risk fading and the euro zone economy simultaneously strengthening, that could be set to change.

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Equities: taking the long view

12 Apr 2017

The stock market is frequently, sometimes justifiably, seen as the epitome of short-termism. There are plenty of instances where the opposite is true, although accurately assessing companies’ long-term prospects is not straightforward, writes Giles Parkinson.

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The Amazon effect

10 Nov 2016

The rise of Amazon.com has forced traditional retailers to adapt their business models. But who will be the winners – and losers – in the battle with e-commerce?

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A quarterly publication which encapsulates the thinking of our investment team.

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