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Investment ideas

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

Investment Market Update - Are trade wars and a US recession really on the cards?

Against this backdrop, Michel Perera, Chief Investment Officer provides an update.

Very little has fundamentally changed since the beginning of the year yet the markets are behaving as if we have moved to a different phase in the economic cycle. The reasons are simple: a potential trade war and concerns that we are nearing the end of one of the longest bull markets on record. These are both hampering confidence and the recent technical market correction (market fall) has spawned some fundamental worries.

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With the return of volatility, where now for equities and bonds?

Market volatility returned in February after a long lull since President Trump’s election. There was a double-digit stock market fall worldwide as inflation and rising interest rate fears came to the fore. 

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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technology' is an oxymoron, but the picture of emerging markets (EM) as commodity exporters and cheap factories is outdated.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.

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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?

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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?

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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?

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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.

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