Equities

It can pay to be out of fashion. An investment in out of favour stocks can be emotionally hard and requires patience, but is usually the most rewarding. The allure of the latest market theme may appear to gratify a range of our emotions associated with...

Optimism ahead of EU exit

Speculative asset bubbles have been reported since Roman times. They doubtless go even further back, because they stem from an intrinsic flaw in human nature: we like to think that we are onto a winner - and when we are, we do not like to consider that...

Two key risks

The Ashes are currently underway Down Under and historically, honours are even with both sides having won 32 of the 69 series played since 1882. The fierce contest between Australia and England ensures that one team seldom dominates for long periods of...

Sentiment towards European equities has been on the rise this year.

While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....

Four Things You Should Know

Sentiment towards European equities has been on the rise of late. As the European economy continues to recover, investors have been buoyed by sustained earnings growth and a perceived reduction in political risk.

Recent improvement in the Japanese economy - recording a sixth consecutive quarter of growth in Q2 2017 - has again raised hopes that, together with an improving global economy and Bank of Japan stimulus, this could be the catalyst for the long-awaited...