Global equities

The biggest election the world has ever seen

The last three years have raised questions about the health of the UK's parliamentary democracy, but the system that was created in its image in India has surprised everyone with its resilience and longevity. This week, 900m voters will take part in what will be the biggest election the world has ever seen.

08 April 2019 | Tom Stevenson
Are you paying too much for tech stocks?

Are you paying too much for tech stocks?

Today, technology firms are attracting large premiums based on forecasts of growth in perpetuity. But could the tech leaders of today be the AOLs and the Yahoos of tomorrow?

And who will be the new disruptors?

04 April 2019 | Amit Lodha
A time for imagining

A time for imagining

A world without Apple or Facebook? Market leaders have changed dramatically over the last ten years. We’ve seen the rise of companies that have either disrupted an existing industry or challenged incumbents. So what will the top ten companies of tomorrow look like?

11 March 2019 | Fidelity International
An excellent time to be a stock-picker

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.

14 January 2019 | Tom Stevenson
Welcome to 2019! A year of divided outcomes

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. 

10 January 2019 | Amit Lodha
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