Spend and save

China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?

Barney Goodchild, Francois De Bruin and Richard Saldanha set out the thought process behind our Global Equity Endurance strategy.

Despite the recent upturn in global equities, Richard Saldanha explains why investors should be cautious in chasing a cyclical rally.

We take a visual approach to explain what’s happening with bonds, equities and oil.

Oliver Judd and Betty Sanchez Torres argue that despite a recovery in prices, banking sector securities continue to offer value so long as a deeper recession is avoided.

Despite hopes inflation will be brought back under control and that the prospects for the UK economy might not be as gloomy as feared, Charlotte Meyrick and Trevor Green explain why equity investors must remain disciplined in 2023.

Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.

Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.

In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.

Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.

Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.

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.