2018 Archive

Our recent conference panel session looked at where markets are heading against an ever-shifting backdrop.

Theresa May has survived for now, but will the EU budge from the deal on the table?

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

At our investment conference, we discussed the stress indicators that could herald the next market stage for bonds.

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

How our ‘state intervention’ theme helps us to select our emerging-market investments

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

Can the US equity market continue its stellar performance into 2019?

How can individuals shackled with personal debt be encouraged to save for retirement?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?