Equities

US

Apple reaches $2trn: Has the tech rally gone too far, too fast?

Reaction to latest milestone

clock 20 August 2020 • 4 min read

ETFs

Will the recovery of Chinese equities continue?

Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).

clock 20 August 2020 • 2 min read

Emerging markets

Canaccord GWM dumps EM funds in favour of thematic exposure

Portfolio response to pandemic

clock 19 August 2020 • 3 min read

Emerging markets

Emerging markets and the 'looming spectre' of rising inflation

The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.

clock 19 August 2020 • 2 min read

Asia

Lebanon's long recovery will need to build in ESG concerns

Rising from generations of socio-political instability

clock 17 August 2020 • 5 min read

Equities

Brewin Dolphin's Hood: Investors should prepare to ride out tech volatility

Expect 'frothiness' in tech share prices

clock 14 August 2020 • 4 min read

Equities

'Significant tailwinds' can sustain FAANG outperformance despite growing regulation risk

Antitrust hearings pose questions

clock 14 August 2020 • 5 min read

Equities

Nick Train: Consumers will return to 'real' experiences again

'It is human nature'

clock 14 August 2020 • 2 min read

Global

The dollar: China's Achilles heel

How Washington has an edge over Beijing

clock 12 August 2020 • 4 min read

UK

Fund managers spot recovery signs for income-paying UK equities

Fund managers see 'signs of a tentative recovery'

clock 12 August 2020 • 6 min read
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