Chart of the week: Profits under pressure
The online shopping squeeze
Why sustainable investing is here to stay
Consumers, companies and investors alike are increasingly recognising that environmental, social and governance considerations are becoming vital to businesses’ long-term success. The benefits for wider society are also likely to be far-reaching.
Review of the week: Strange signs of optimism
US stock markets reached new high last week, and other less conventional signs of optimism also appeared. In our latest Review of the Week, chief investment officer Julian Chillingworth considers what it all means for the longer term.
Chart of the week: FANGs are out
News that America’s Department of Justice and Federal Trade Commission will conduct wide-ranging probes into the market power of several tech giants sent their share prices tumbling. Investors fear growth-busting breakups. Telltale warning signs have been floating around for a year, yet they deepened in May and June. These companies have come a long way from the garages and dorm rooms where they were founded. Fresh-faced innovation has given way to mistrusted maturity. The FANGs are just too big and too powerful to be left alone.
It doesn’t add up
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
Investment Insights Q3 2019
While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.
Review of the Week: Busting the narrative
After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.
Review of the week: Unmoored
US stocks posted their strongest first-six-month performance in decades this year. This boom is a bit incongruous considering many of the risks that have dogged investors in 2019 notes our chief investment officer, Julian Chillingworth.
Investment Update Q3 2019
A time to be defensive, but also a time for calm. Amid slowing growth, trade war, tensions with Iran and never-ending Brexit, defence may be the best offence