Author: sophiecotting

25.11.2019

Avoiding the sidelines in China

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

21.11.2019

Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

13.11.2019

Cheer up! The outlook may be brighter than many think

Swings in investor sentiment over much of the last decade show us that there are grounds for optimism as 2019...

04.11.2019

Golden bulls

It’s been a rollercoaster ride for gold and silver over the past few months.

27.09.2019

What are the reasons behind gold’s bull market run?

The fall in real interest rates, and a new loose monetary policy environment, is good news for the price of...

23.09.2019

Market Minutes: sharing our thinking on international equities

Some of our leading international equities experts share their views on how investors should position for the future.

23.09.2019

Market Minutes: a new approach to European equities

How our global equities team’s unique, systematic approach is now being applied to European equities.

20.09.2019

Market Minutes: what next for China?

What the future may hold for China, its economy and stock market

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