Media Type: video

03.04.2019

China's reforms will improve companies' ROE

While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).

15.03.2019

Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.

14.03.2019

Will the world move back to a gold-based monetary system?

Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...

14.03.2019

Don’t fall into behavioural traps

Behavioural or psychological biases such as herding can lead to market mispricing of equities.

14.03.2019

CoCos: beneficiaries of stronger bank balance sheets

Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...

13.03.2019

The Fed’s policy mistake

The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

05.02.2019

The view from our global equities team

In our inaugural video blog, entitled “The view from our global equities team,” Ian Heslop, head of global equities, and...

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