Politicians don’t always follow the route of logic which makes it difficult to predict how they could play out. One thing is for sure if the rhetoric accelerates it won’t be good news for large multinationals.
Fidelity’s Amit Lodha’s fears around Facebook have come to fruition but what will that mean for THE social media platform of our time and are there other big picture issues for global tech companies that investors should be mindful of?
ESG covers such a broad range of approaches that investors can be forgiven for being confused as to what constitutes ESG and what doesn't. Do we need a unified definition of ESG, and if so, what is it?
The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly capable management team.
What does a pair of jeans and the US Post Office have in common? Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom.
February 2018 results season were reasonable. Generally, there were a few more results that ‘beat’ expectations versus those in line or disappointed, which suggests expectations were realistic.
Last week, I suggested that 2018 would be the year in which we waved goodbye to the favourable conditions of 2017. My concerns were largely focused on inflation and interest rates. Now I am much more concerned about the growth part of the equation.
At the turn of the year, we ask our analysts how companies see the year ahead, and how they are positioning their businesses for what they think is coming.
Our sector insights provide a deeper dive into the views of our global analyst team on: healthcare, materials, industrials, information technology, utilities, financials, energy, telecoms, consumer discretionary and consumer staples.
