Media Type: video

04.06.2019

Market Minutes: finding value in a little understood asset class

CoCos may not be well-understood, but there are a number of reasons to consider them carefully

04.06.2019

Market Minutes: a unique approach to European equities

Presentation by Ian Heslop on European equities.

04.06.2019

Market Minutes: taking the temperature of global equities

Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...

04.06.2019

Market Minutes: being selective in emerging market bonds

Emerging markets bonds have got off to a strong start this year, but it is important to be selective.

31.05.2019

Market Minutes: sterling corporate bonds and Brexit

Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit.

31.05.2019

Market Minutes: which direction interest rates?

Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...

31.05.2019

Market Minutes: prospects for UK equities

What are the key themes influencing UK equities in 2019 in the small- mid- and large-cap sectors?

10.05.2019

Facing challenges in global equities markets

Challenging conditions in global equities markets over recent months should be understood in a long-term context.

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.

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