Knowledge and insight
The game of politics
With the influence of politics on the global economy growing, could game theory provide a model for success?
Asian equities continue to offer opportunities for stock pickers
Emerging markets (EMs) threw a ‘taper tantrum’ in 2013 when the US Federal Reserve (Fed) mentioned the idea of gradually reducing its quantit
Why the pace of growth in China matters for investors everywhere
Over the past few years, the largest stock market falls have been caused by concerns that China’s fast-paced economic growth could suffer a sharp slowdown. This matters for investors everywhere, given widespread predictions that China will overtake the US as the world’s most important economy. Fortunately, we do not see a slowdown in China as a significant threat for 2018.
Investment Insights Q1 2018
Political uncertainty has dominated global events over the past couple of years. Surprise voting patterns have delivered Brexit and President Trump followed by an indecisive UK general election result. A minority government is now negotiating the terms of the divorce from the European Union (EU).
Africa: on track to a brighter future?
Africa has long been a continent of unfulfilled promise but is it poised to finally become the economic force it wants to be? Investment in infrastructure like railways, roads and ports could light the touchpaper to a brighter future.
Investment Insights Q4 2017
Investors today are paying a relatively high price for domestically focused UK companies compared with their multinational peers, which seems counter-intuitive given Brexit uncertainty. For investors, this divergence is creating both opportunities and challenges, which are the focus of our lead article “Digging below the surface of UK indices".
Investment update, Q4 2017
The power of increments: small changes over a long time.
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.
Are Abe's arrows flying true?
We are hearing increasing calls that ‘Abenomics’ — Japan’s Prime Minister Shinzo Abe’s strategy for economic revival — has failed. We wish to challenge those voices.