The war on bugs

Dividends proved resilient in the first half of 2023. Richard Saldanha considers what the rest of the year might have in store for income investors.

Network effects can boost a company’s growth and build durability – when combined with other strengths, argues Francois de Bruin.

We take a visual approach to explain what’s happening with the US debt ceiling, LVMH and gold.

Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.

Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.

When markets fall, equity investors should become more constructive on the prospects for future returns. However, as prices fall, intrinsic value may be influenced. Discerning which factors drive this could help investors capitalise and avoid getting caught in value traps.

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.

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.