Challenging conditions in global equities markets over recent months should be understood in a long-term context.
While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).
Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...
Behavioural or psychological biases such as herding can lead to market mispricing of equities.
Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...
The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...
CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.
In our inaugural video blog, entitled “The view from our global equities team,” Ian Heslop, head of global equities, and...