23 August 2019
Economy on red alert with yield curve close to inversion
Economy on red alert with yield curve close to inversion

With yield curves close to inverting in the US and UK, Keith Wade, Chief Economist, explains the implications for the economy.

31 July 2019
Turning up the heat: are investors making up for lack of public leadership?
Turning up the heat: are investors making up for lack of public leadership?

With governments failing to display sufficient climate leadership during the G20 summit in Japan, active ownership is on the rise.

29 July 2019
Why we're at a tipping point for clean energy
Why we're at a tipping point for clean energy

Renewable energy has been around for a while but there are now three drivers working together to speed up the transition away from fossil fuels.

25 July 2019
Boris Johnson: the challenges faced by the new UK PM
Boris Johnson: the challenges faced by the new UK PM

The “do or die” Brexiteer will face enormous challenges from the outset as the UK’s new prime minister. We look at what his victory might mean.

18 July 2019
Drilling into the changing world of investment solutions
Drilling into the changing world of investment solutions

Gillian Hepburn, Intermediary Solutions Director at Schroders, explains how the world of investment solutions is shifting to focus on the needs of the individual investor.

8 July 2019
Could investors be wrong about corporate bonds?
Could investors be wrong about corporate bonds?

Data shows that long term investment grade corporate bond returns have been relatively smooth and consistent, even through difficult markets.

5 July 2019
Industry Voice: Honeymoon is over? How to maintain a long-term relationship...
Industry Voice: Honeymoon is over? How to maintain a long-term relationship...

Once the honeymoon period is over what next? Financial Advisers can spend significant time undertaking due diligence and selecting an investment partner so what should the ongoing relationship look like to ensure that it doesn't become a divorce statistic?

25 June 2019
Why the world economy is like a wobbly bike
Why the world economy is like a wobbly bike

The world economy increasingly resembles an unstable bicycle that can be tipped over by the slightest bump in the road.

24 June 2019
Why growth stocks look vulnerable
Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

17 June 2019
50 terms every sustainable investor should understand
50 terms every sustainable investor should understand

Here’s a glossary of the key terms every sustainable investor, or anyone new to the field, needs to know.

18 June 2019
Can Amazon really be a climate change champion?
Can Amazon really be a climate change champion?

The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.

11 June 2019
May resignation raises UK recession risk
May resignation raises UK recession risk

Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favourite to become the UK’s next prime minister.

6 June 2019
Economic and Strategy Viewpoint - June 2019
Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

20 May 2019
Brexit stockpiling drives improvement in UK GDP growth
Brexit stockpiling drives improvement in UK GDP growth

First quarter growth has improved, but is likely to slow again as the stockpiling behind it is unsustainable.

16 May 2019
Where are the world's cheapest stock markets right now?
Where are the world's cheapest stock markets right now?

The final few months of 2018 were carnage for stock market investors. Everything was falling and the emotional chimp inside people’s heads was screaming ‘sell’. But for those that were able to resist that emotional urge, the first three months of 2019 have been a really fruitful time to be invested.

14 May 2019
Two common errors that investors make...and how to overcome them
Two common errors that investors make...and how to overcome them

Compounding and portfolio rebalancing could have helped investors overcome emotional urges during a turbulent six months for stock markets. Duncan Lamont explains.

27 April 2019
Global Market Perspective - Q2 2019
Global Market Perspective - Q2 2019

Our latest economic and asset allocation views include a note on the prospects for US corporate earnings.

26 April 2019
What is the Green New Deal and what does it mean for investors
What is the Green New Deal and what does it mean for investors

The US Green New Deal is a highly ambitious project to tackle climate change and inequality, which we think represents a major shift in the way investors think about climate change.

18 March 2019
Multi-asset investments: Managing sustainability from a total portfolio perspective
Multi-asset investments: Managing sustainability from a total portfolio perspective

Lesley-Ann Morgan and Jessica Ground discuss how to address the decisions regarding integrating ESG across multiple investments and setting a sustainability budget.

25 February 2019
How value can help prepare for the 'Brexit test' – whatever it may be
How value can help prepare for the 'Brexit test' – whatever it may be

How we have been preparing our portfolios for whatever Brexit brings has, unsurprisingly, been a question we have fielded with increasing regularity in recent months and years, here on The Value Perspective