Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
Welcome to 2019! A year of divided outcomes
There are always reasons to worry but most of the time with a bottom-up mindset one can get on with investing without spending too much time on the macro. 2019 is unlikely to be one of those years but I can't help feeling more positive tactically while still cautious structurally on global equities.
Podcast: Managers become buoyant despite dismal data
Our experts review the latest Brexit developments, spar over how attractive the US is as an investment opportunity and discuss why the mood is upbeat among fund managers in Asia.
Brexit vote: A 'no-deal' beckons
UK Prime Minister Theresa May’s Brexit deal was defeated by 230 votes in the House of Commons. The defeat was more severe than expected and leaves May with three days to come up with a plan B.
Our picks
Trade tariffs: assessing the real impact
The seeds of discontent
2019 outlook: Australian Equities
2019 outlook: Emerging markets Asia
The future of retirement won't be a cliff-edge goodbye to work
Imagine a baby is born in Europe at the very moment you finish this article. That child can expect to live for two minutes longer than one born as you finish this sentence. Increasing lifespans threaten to topple the current pensions model. But, then again, maybe it’s time for a change.
Volatility: 10 key messages for investors
Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key messages to help investors steer their portfolios through volatile times.
An excellent time to be a stock-picker
After ten years in which market movements have tended to be relatively uniform we've seen the return of volatility. Although this feels unsettling it's great news if you are in the business of picking winners and avoiding losers.
Will India's change of power affect investors?
2019 Global markets outlook: CIO roundtable
2019 outlook: Global equities
2019 outlook: Emerging Markets
2019 outlook: Market themes
