The Microsoft founder’s new book further strengthens our conviction about investing in the energy transition.
Like in the 90s action movie Speed, you can’t take your foot too far off the gas in today’s markets.
A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.
When markets fall, the natural instinct is to sell. Our research highlights how costly it can be to miss the stock market’s best days.
Over four decades there have been plenty of stock market shocks to dissuade people from investing. Our data shows what happened after each event.
We've substantially upgraded our growth forecasts for 2021.
Popular measures of stock market valuation scream that the US stock market is eye-wateringly expensive and that you should run a mile. But does that mean you should?
Bond markets are in a process of transition, and a burgeoning tussle between the Federal Reserve and bond vigilantes could make life interesting in 2021.
The property sector must agree on a coordinated approach to environmental standards if it is to reduce its carbon footprint.
We see four reasons why US small and mid caps are a happy hunting ground for investors, and the current economic recovery offers an extra boost.
Despite changes to the way we live and work, global cities will continue to flourish once the pandemic ends.
Value’s recent strong performance has led many investors to question whether they’ve missed the boat. Here’s why we think they haven’t.
A brutal pandemic with political and social turmoil have destabilised the West’s once concrete foundations. But having survived a financial crisis and recovered quicker from Covid-19, Asian economies appear to be on much firmer ground. Our regular host Lesley-Ann Morgan is joined by Nick Field, Global Emerging Market Equity Strategist, David Rees, Economist and Viswanathan Parameswar, Head of Investments Asia, as they discuss why for investors, the 21st century could belong to Asia.
Asia’s response to the pandemic served it well in 2020. However, with a risk of bubbles developing in some areas, investors will need to be agile in their stockpicking.
After an extraordinary year in 2020, the competition for climate change growth opportunities is about to get much tougher.
Chief Economist Keith Wade considers the longer-term effect of the Covid-19 pandemic on economic activity by tackling three key questions.
Landlords and tenants need to work together to create sustainable solutions for the future, and we think it’s win-win for both.
Government yields look set to remain higher and more volatile from here. Here's why we think high yield corporate bonds could be set to benefit.
Robin Parbrook looks at whether we should all be as concerned about equities in Asia as GMO's Jeremy Grantham is about the US.
Prices for all sorts of commodities are on the rise, potentially prompting investors to reappraise their view of commodity-related stocks.