25 January 2019
Brexit plan B looks like plan A as prime minister rules out delay
Brexit plan B looks like plan A as prime minister rules out delay

The government risks losing control to parliament but probability of no deal remains as high as ever.

3 January 2019
Why 2019 might be a better year for investors
Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

12 December 2018
Outlook 2019: Global cities
Outlook 2019: Global cities

Global cities look set to benefit from a technological revolution in 2019 as investors place a higher value on knowledge than manufacturing

31 October 2018
UK suffers World Cup hangover
UK suffers World Cup hangover

The economy stalled in August after a strong July.

29 October 2018
Womenomics: Is Japan's economy lacking women?
Womenomics: Is Japan's economy lacking women?

Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.

24 October 2018
Why psychology is the secret ingredient in the success of global cities
Why psychology is the secret ingredient in the success of global cities

Real estate investors may not be aware of the impact psychology can have on cities.

19 September 2018
Monthly markets review - August 2018
Monthly markets review - August 2018

Global equities, as measured by the MSCI World index, gained in August but there were significant regional differences amid persistent US-China trade tensions and Turkey’s currency crisis.

20 September 2018
Lessons from the financial crisis have not been learned
Lessons from the financial crisis have not been learned

When interest rates are so low and tolerance for debt so high, the chances are that someone somewhere is borrowing too much – and you only have to look back a decade to see the potential consequences.

22 August 2018
Economic and Strategy Viewpoint - September 2018
Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.

7 August 2018
Employment data dips: is US growth moderating?
Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

7 August 2018
Why checklists get a big tick from us
Why checklists get a big tick from us

Many experts can shy away from making and using checklists as they see them as boring or perhaps even an admission of weakness – but why would you ignore something that helps avoid significant mistakes?

7 August 2018
How Carpetright is looking to cover one big flaw
How Carpetright is looking to cover one big flaw

Carpetright’s store leases were a serious issue for the business back in 2014 and the terms of a new agreement with its creditors suggest they are likely to continue being so.

20 June 2018
Reassessing fixed income - is Goldilocks about to give way to the three bears?
Reassessing fixed income - is Goldilocks about to give way to the three bears?

The benign investment backdrop fixed income markets have enjoyed for many years is changing.

18 June 2018
Monthly markets review - May 2018
Monthly markets review - May 2018

A look back at markets in May when global equities advanced but political risks re-emerged in Europe.

19 June 2018
Holding your nose and investing in value
Holding your nose and investing in value

So what do value investing and a medical treatment known as ‘FMT’ have in common? You might want to finish eating before you read any further…

13 May 2018
What investors can learn from the controversial 2015 Super Bowl
What investors can learn from the controversial 2015 Super Bowl

In highly uncertain fields such as sport and investment, you need to make peace with the idea that good decisions made on the best available evidence can still lead to poor outcomes

14 May 2018
Monthly markets review - April 2018
Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

13 May 2018
How to have no regrets as an investor
How to have no regrets as an investor

If investors want to avoid too many regrets then, rather than looking at the world in terms of black and white or right and wrong, they need to start thinking in terms of probabilities

17 April 2018
Facebook's salutary lesson on being 'priced for perfection'
Facebook's salutary lesson on being 'priced for perfection'

Growth is a slippery and unpredictable beast – not that that stops people trying to forecast it – and when expected growth fails to materialise, the market can be unforgiving

17 April 2018
Economics: Could Nicolas Cage help save lives simply by retiring?
Economics: Could Nicolas Cage help save lives simply by retiring?

It may seem ridiculous to think so and yet a recent paper suggesting economists could predict recessions by analysing pregnancy rates is based on precisely the same misconception