The UK economy continues to show something of a split personality. In manufacturing, conditions look robust, with output having grown by some 5.1% over the past six months in annualised terms.
Taiwan-based chip designer balances research investment with returning its capital to shareholders
It looks like 2018 is off to a solid start in the Eurozone. After the strong industrial production print for December 2017, growing 5.2% year-on-year, PMI data this week continued to register high levels of growth in the manufacturing sector.
Why diversification still matters in a market dominated by a handful of mega‑caps.
Ongoing economic strength and tax reform are fuelling corporate profits in the US for companies large and small. Meanwhile, wage growth and rising input costs are putting pressure on margins.
The Iran conflict has escalated fast. Energy prices have spiked and risk sentiment has been hit, but financial markets are orderly. What does that tell us about what investors are expecting from the conflict, and what could still go wrong?
The developed Asian industrial cycle appears to have hit a soft patch, with activity moderating in the fourth quarter in key economies such as Korea, Taiwan and Singapore. An industrial wobble would be particularly untimely given expectations for a healthy developed market cycle lifting activity and driving investment across the region.
Is the Iran conflict contained or set to escalate further? We map the market signals behind oil, havens and rates — and the triggers that could change sentiment fast.
Finally, some good news on UK productivity growth. An expansion of 0.8% in 2017 Q4, coming on the back of a 0.9% pick-up in the previous quarter, topped the strongest six-month growth period since before the Global Financial Crisis (GFC). It has been a long time coming. The UK has lagged its counterparts on productivity for decades, but has fallen further behind since the GFC. So is this a new dawn, or a false one? And why does it matter?
Geopolitical risk is rising - and it’s changing how investors think about markets. Paul Diggle from Aberdeen Investments analyses the impacts.
The minutes from the Federal Reserve’s January meeting helped push the yield on the 10-year US Treasury to just shy of 3%.
Our Q&A reveals why the fund’s bottom-up approach has stayed true for over 20 years – and what it means for the future
Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.
There are a host of reasons why insurers should consider investing in infrastructure. Not only are there benefits for the industry, there are benefits for wider society too, as we report.
Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.
Quality investing means buying and holding a portfolio of quality companies. In Part I of our recent White Paper on the subject, we look at the reasons and influences behind quality stocks’ performance. One of the explanations comes from the area of behavioural psychology. The behavioural biases of the ‘average’ investor can drive performance patterns that create opportunities for more rational and astute market participants.
Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.
It feels like the investment world is divided into two camps at the moment. Are you a quality/growth investor or a value investor? You’re one or the other, so pick your team. And that’s as true in the UK equities market as anywhere else, right now.
Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and beyond?
A common perception about China is that understanding of ESG is rudimentary. That may have been true in the past. But it's not what we're seeing today.