Latest equities thinking
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Global equity income Q&A: Richard Saldanha on dividends and downturns
28 Oct 2022
In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.
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The ‘Hotel California’ effect: Why equity investors should keep an eye on switching costs
13 Oct 2022
Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.
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UK equities: Truss, takeovers and turbulence
11 Oct 2022
Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.
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Zero-COVID: China’s costly policy error
10 Aug 2022
Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.
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Supply chains, painkillers and gene editing: ESG risks in pharma
29 Jun 2022
Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.
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UK Equities: Five questions with Charlotte Meyrick and Trevor Green
14 Jun 2022
Charlotte Meyrick and Trevor Green explain why 2022 has all been about getting your sector calls right in UK equities.
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What does the data say? Where have the safe havens gone?
27 May 2022
In this month’s instalment of our visual series on topical themes, we look at how various asset classes are holding up in a turbulent year for financial markets.
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The outlook for UK equities
21 Apr 2022
The UK equity market has been unloved by investors for much of the past decade. However, several positive factors suggest UK equities could return to favour.
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Now for the hard part…..The challenge of delivering net zero
29 Mar 2022
More than one fifth of the world’s largest listed companies have committed to net-zero targets, but few have detailed roadmaps to get there. Mirza Baig considers the challenges for investors managing transition pathways.
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Ukraine-Russia crisis: The implications for global equities
29 Mar 2022
Our global equities team discuss the main direct and indirect consequences of the Ukraine-Russia crisis for stocks.
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Politics, activists and ESG: The outlook for UK equities
10 Mar 2022
We bring together members of our UK equities team to discuss the key opportunities and risks in the market.
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China, inflation and politics: Three reasons for EM turbulence
24 Feb 2022
Emerging market assets have underperformed developed market peers over the past decade. While this has led to valuation gaps, selectivity will be critical, argues David Nowakowski.
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