Disconnect between stock markets and equity returns
Increasing signs of stress have been creeping into credit markets says Matthew Dickens, senior research analyst at Ingenious Asset Management.
The Paris Climate Agreement, struck last month, changes the lens through which governments, companies and investors view the future. Bruce Jenkyn-Jones, head of listed equities at Impax Asset Management, analyses the agreement's impact on investment....
As we fast approach Christmas, I want you to think about the suffering of investment contrarians.
Being at the heart of today's smartphone and data usage explosion, it is hard to see how an investment in a European incumbent telecoms company could possibly have gone wrong in the past decade or so.
In a market laced with uncertainty and doubt, investors have more than turkey to chew on during the traditional festive period, and the mulled wine offers a welcome tonic after a year of anaemic growth and dashed expectations.
Allianz GI's Matthew Hall explains why despite positive sentiment, the outlook is not completely sunny for the UK economy.
The biggest issue looming over the horizon as we head into the New Year might be an impending shift in the relative valuation of the dollar, according to Pictet AM's Andrew Cole.
Classic cars have excelled as an investment asset class, with the value of the Historic Automobile Group International index rising by 16% in 2014. Yet it is more 'modern' vehicles that are able to grow in value and are attracting investors' attention,...
Significant progress has been made in the run up to change negotiations in Paris this month, but where are the investment opportunities that will benefit from reducing carbon emissions? Alliance Trust's Mike Appleby explores the implications for investors...