Going with the flow?

Episode 26/07/2017  

A lot of time collectively is spent monitoring and analysing data on investment fund flows. Is this time well spent? The assumptions typically made are that fund flows data indicate… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Episodes change the risk properties of assets: Brazil edition

Episode 12/07/2017  

The last two weeks have seen a relatively sharp increase in developed market government bond yields, seemingly driven by a perceived change in tone from central banks. The moves are… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Low volatility left you at loose end? Then try out the Episode summer reading list

Episode 07/07/2017  

The apparent lack of volatility in markets may have left some investors twiddling their thumbs- the passive acquisition of risk premia can sometimes be a dull world after all. To help you… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Shifting sands? Central bankers turn more hawkish

Equities Forum 06/07/2017  

Is the era of cheap money coming to an end? In this month’s update Ritu Vohora, Investment Director, reviews central banks increasingly hawkish rhetoric.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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What you’re used to might not prevail: Neo-nationalism Era

Episode 06/07/2017  

Political developments have dominated market commentary for much of the last two years. However, such commentary is often overly focused on short term considerations: trying to forecast short term price… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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‘Will you still need me, will you still feed me When I’m sixty-four?’

Equities Forum 29/06/2017  

Scary stats abound around the ageing population and many column inches have been dedicated to the burden this will place on the health service and the pension system. But older… Read more »

Income and robots: the economics of partying too hard

Episode 14/06/2017  

The recent shifts in political ideology around the world have been fought against a background of increased tensions over wage levels and a fear of job insecurity in the wake… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The UK Election Result: On stability, noise, and Brexit negotiations

Episode 09/06/2017  

As if political uncertainty was in short supply, Theresa May’s decision to call an early General Election, seeking stability, has achieved the opposite. The outcome of the election, while clearly… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Somewhere over the rainbow – global earnings recovery

Equities Forum 06/06/2017  

Global Q1 2017 earnings delivery was the best quarter in over six years. In this month’s update Ritu Vohora, Investment Director, reviews the earnings outlook for the rest of the… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Moon landing could be a giant leap for shareholders in South Korea

Equities Forum 25/05/2017  

The election of Moon Jae-in as Korea’s new president is, we think, good news for shareholders in Korean companies, as we expect President Moon to drive further improvements in corporate… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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