October 18, 2019
October 11, 2019
Quarterly Markets Review – Q3 2019
October 4, 2019
How Might The UK Economy React To Different Brexit Scenarios?
September 27, 2019
Could WeWork Disrupt Offices Like Amazon Disrupted Shopping?
Office space provider WeWork has generated headlines recently with its plans to list on public markets. While the listing has been abandoned amid doubts over governance and valuation, we see the company as a significant disruptor of the office market across global cities. In fact, we think WeWork’s impact on how people work could be comparable to Amazon’s impact on how people shop.
September 20, 2019
Has Value Investing Been Disrupted?
September 13, 2019
Why Europe Is Fertile Hunting Ground For Income-Seeking Investors
September 10, 2019
How Does Geopolitics Impact Investment Returns And What Can You Do About It?
September 6, 2019
How Trade Wars Are Rocking The Wobbly World Economy
September 4, 2019
How Will Global Disruption Affect Small Cap Stocks?
Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption. Small capitalisation stocks, or small caps, can offer the potential for higher returns compared with investing in larger companies, although they are not without risks. As with all equities, investors may not get back the amount they originally invested.Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.
August 30, 2019
Will Electric Cars Create Shocking Losses Or Supercharge Profits?
The auto industry is unloved. Investors worry that profits have peaked, given a sustained period of over-supply and as vehicle demand slows into weaker economic growth. Meanwhile, it’s becoming increasingly important for car makers to invest if they want to remain relevant in a world of electric vehicles and autonomous driving.
August 22, 2019
Will The UK Economy Slip Into Recession?
Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.The UK economy contracted by 0.2% in the second quarter, following 0.5% growth at the start of the year.
August 8, 2019
Fed Rate Cut Spurs EMs Into Action
Like Brazil last week, India’s central bank surprised markets with a larger-than-expected cut, easing by 35 bps to take the policy rate to 5.4%. The accompanying statement was also rather dovish in tone and suggested more cuts to come. This month’s rate cut had been flagged at the previous meeting, the new governor’s first, which also delivered a rate cut.
August 5, 2019
Boris Johnson: The Challenges Faced By The New UK PM
Boris Johnson has won the Conservative Party leadership contest to succeed Theresa May as prime minister. The former Foreign Secretary and Mayor of London beat Jeremy Hunt, the current Foreign Secretary by a wide margin: 66% to 34% of the votes. From the outset, Johnson must navigate a deeply divided party, and a shrinking majority in parliament. In his campaign, he promised to use a no-deal exit from the EU as a real threat to gain leverage in negotiations.
July 12, 2019
Up In Smoke: Tobacco Firms Feel Burn Of Disruption
June 28, 2019
Is This Market Losing Its Marbles?
June 24, 2019
Are Profits No Longer Required?
June 12, 2019
Why The World Economy Is Like A Wobbly Bike
May 31, 2019
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 favorite to become the UK’s next prime minister.
May 24, 2019
The Power of Disruption and What it Means for Asia
May 8, 2019
