Consumer Retail
Where are the opportunities amid challenging trading conditions in UK?
UK equities remain out of favour with global investors and there are, without question, companies that face challenging trading conditions.
LGIM's Message: The companies defying the UK retail slowdown
Difficult trading environment
The five influential themes driving Asian equities
Focus on 2018
What would a more open North Korea mean for investors?
Focus on relations between Pyongyang and the world
Where are the value plays in Europe?
European indices approaching historic peak levels
'Are supermarket giants doomed'? No, it is just history repeating
Everyone writing off supermarket giants
Investec's Evans unveils overhaul of UK Smaller Companies vehicle
Half of portfolio updated
AIM: The space for 'entrepreneurial and energetic' companies
Market's reputation is being rebuilt
'Physical retail is not dead': The stores emerging from the High Street 'bloodbath'
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
Hargreaves Lansdown's five investment trusts to look out for in 2018
Key to maintaining a balanced approach
Investec's Brazier: It is tricky to be a UK equity manager right now
Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.
Kames' Ennett: Where are the opportunities in a mature credit market?
High yield manager
Could there be opportunities in the 'forgotten retail sectors' attacked by Amazon?
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....
Inflation series: Ageing past the tipping point
Long-term trends
Which areas will benefit from any weakness in the euro?
For the first time in a number of years, pan-European large company corporate earnings for 2017 look set to post a double digit year-on-year advance.
EdenTree's Harris: How to gain exposure to the 'Lipstick Effect'
As fears of political and economic uncertainty rise, we can see the effect taking hold on the British consumer.
EdenTree's Hepworth: Five ways to harvest sustainable UK income
Low interest rate environment
How the shift to e-commerce is transforming the US retail market
Amazon a key disruptor
Ardevora's Lang: Why UK giants have suffered summer share price shocks
Firms seen double-digit falls
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