the future

Investment ideas

Our Chief Investment Office and experts share insights into our house view and macro trends.

New technology in the emerging markets

Some might think 'emerging market technology' is an oxymoron, but the picture of emerging markets (EM) as commodity exporters and cheap factories is outdated. This article reveals how EM have developed technologically beyond recognition, and why this should be reflected in investment portfolios.

Read more
Why it's vital to keep an eye on worldwide and UK inflation rates

Some commentators and policymakers think that, like the bogeyman, inflation is waiting just around the corner, ready to pounce on the unsuspecting central banker. What will happen if it does? And what if it doesn't?

Read more
Investing in artificial intelligence companies

While we are still quite some way from true artificial intelligence (AI) as science fiction writers might understand it, the term is being used with ever greater frequency. But what is the link between AI and investment opportunities, and how can investors capitalise on the march of technology?

Read more
Why should you invest in the FTSE All-Share Index vs. only the FTSE 100?

Since the end of 1985, when comparative records began, the FTSE 250 Index (which is made up of the 250 largest companies after the FTSE 100) has risen at an annualised rate of 11.1%, compared with 8.3% for the FTSE 100.  So what is it about smaller companies that enables them to generate superior returns? And is small really more beautiful or is it fraught with danger?

Read more
Active or passive – which are the best performing funds?

Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. However, we believe the active fund management industry as a whole will prove its worth in 2018.

Read more
What if... there's an attack on the new technological world order?

Companies such as Facebook, Amazon, Apple, Netflix and Google/Alphabet (the FAANGs) have been the primary drivers of the equity bull market, becoming the largest companies in the world in the process. But what would happen if the old world order fought back? What difference would it make to investment prospects?

Read more

All blog categories

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.