Knowledge and insight
Economics and drivers - the changing face of economic growth
Quantitative easing and low interest rates may have helped restore economic stability, but they have failed to deliver meaningful growth. A growing number of economists and policymakers are blaming demographics — we are having too few babies and living too long.
Optimism with vigilance - investment update
Indicators point to a peak in the pace of global expansion, but we still prefer equities to bonds.
Japan: the sun continues to rise
Ever since Prime Minister Shinzo Abe came to power in 2012, bringing with him his ambitious “three arrows of reform”, investors have faced the question of when — or whether — to increase their exposure to Japan. Has the moment finally arrived or are there still clouds on the horizon in the Land of the Rising Sun?
The euro: a historical perspective
The history of currency unions can tell us much about the outlook for the euro.
One way or another - investment update
Stock markets continue to take an optimistic view of the risks to future earnings, but we remain gently cautious and note that there are plenty of reasons not to be complacent.
Triggering Article 50
The probability of a hard Brexit is very much higher now than it was immediately after the referendum, despite a rumoured eleventh hour softening of May's tone ahead of Wednesday's invocation of Article 50.
Keeping it in the family
The UK’s family businesses are a crucial part of the nation’s economic backbone. They employ nearly 12 million people, contribute £125 billion in taxes and generate a quarter of the country’s gross domestic product. Yet for many, long-term survival boils down to a problem that has little to do with business acumen: how to ensure close relatives get on with each other.
Investment Insights Q1 2017
First the EU referendum, then the election of Donald Trump.
The challenge of assessing executive pay
The High Pay Centre think tank has dubbed today ‘Fat Cat Wednesday’, having calculated that by lunchtime leading executives will already have earned the average UK salary of £28,200.