Feature
Why US real estate remains attractive amid a 'mixed' economic picture
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
Why 'extra caution' is required on interest rate and credit exposure
2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.
The two factors needed for the rise in Europe's markets to continue
Europe's stockmarkets are on average up more than 20% this year.
Sidestepping danger in the biotech sector
Passive equity products have become popular over the past decade as it has become easier and cheaper to track the performance of an index.
The global sectors offering the best long-term growth
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
Can central banks keep fending off a global downturn?
The world’s economies are at different stages in the business cycle.
Why fintech valuation concerns are short sighted
Financial technology (fintech) is fuelling a cycle of disruption in the financial services industry.
Will negative stock-bond correlations continue?
One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.
What's next now the bond rally 'has run out of steam'?
It has been hard to comprehend negative yields in Germany, let alone Greece.
Invesco's Taylor: The importance of using currency in portfolios
The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.
Flows into EMD assets 'likely to persist'
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
China is rising but south-east Asia could benefit most
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Global growth pick-up key to higher bond yields
Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.
The US 'political football' investors need to take a look at
An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.
Why now is the right time to invest in European property
The European real estate investable universe is large, totalling some €2.5trn.
Why the UK is not a 'basket case'
What do you do when one of the world’s oldest, highest quality markets is treated like a developing one?
The Asian investment opportunities resilient to a slowdown
Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.
Why Greek bonds are the unlikely 'best in class' assets to hold
Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.
The untapped ESG assets destined for growth
Much has been written on the inflated size of global AUM reported to incorporate ESG principles and whether ESG adds alpha.
What is the trade war costing?
As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
Why UK income investors 'should exercise caution'
There has always been a demand for income, but in the past decade, the hunt for yield has become more challenging due to the ultra-low interest rate environment.
Investing in UK equities amid the 'Boris Johnson Brexit circus'
It is widely discussed that the UK equity market is cheap and recent foreign takeovers suggest there is value at home.
The unlikely sweet spot in unloved EM equities
The case for emerging market (EM) small caps on a long-term basis is compelling.
Polarised global markets are throwing up contrarian opportunities
Are stockmarkets in a bubble or a recession? Well, arguably it is both.
Most read
