Are we overly pessimistic on the underlying resilience of the UK economy? Are we reading too much into headline inflation and over-discounting
Decisive monetary policy has brought inflation under control in Mexico and Brazil,helping to lift the value of their currencies and support growth
How can UK investors benefit from positive demographic tailwinds in emerging markets?
Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.
Recent market gyrations serve as a reminder to investors that the fallout of low interest rates has only just begun
People, rather than technology, are likely to lead in emerging markets
Sustainability is critical to the economy, but the economy is equally critical to sustainability
Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities
From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.
A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.
How is the UK economy coping post-Brexit and post-pandemic? Are investors’ bearish views on UK equities justified? What does ESG investment into the UK look like? To answer these questions and many more, join us on the 14th June for our exclusive in person conference: Building Back Better.
Talking about dividend yield in recent years has often felt futile. Companies that paid good dividends were seen as being somehow limping along in the past, as though they couldn’t think of anything better to do with their earnings than distribute them to their owners.