Banking Blues II
Banking sector share prices have witnessed a rebound since the latter part of last year, but we still prefer to look elsewhere for sustainable long-term returns.
11 minute read
Banking sector share prices have witnessed a rebound since the latter part of last year, but we still prefer to look elsewhere for sustainable long-term returns.
11 minute read
The fractious relationship between the two superpowers is not the only factor impacting supply chains.
15 minute read
The way companies approach employee wellbeing is a critical test of their culture. Can they come through the current crisis with a strong and more meaningful workplace culture – or will Covid-19 expose it as an empty gesture?
8 minute read
When a global crisis hits, what does it mean for the likes of Chanel, Ferrari and Louis Vuitton? We find out how the luxury goods sector is faring as the Covid-19 pandemic turns the world upside down.
11 minute read
Retailers’ adaption to the Covid-19 crisis is not only impacting their employees but, just as starkly, workers at the end of the supply chain.
9 minute read
Bill Emmott, former editor-in-chief of The Economist, considers the global outlook, in a year dominated by the US presidential elections, trade tensions, Brexit and the coronavirus.
10 minute read
Raising debt may seem like a logical response to an environment where interest rates are at record lows. Investment Director Charlie Macquaker assesses the risks within that all-too-common assumption.
6 minute read
Corporate debt is at record levels, fuelled by years of low borrowing costs and liquid markets. But there are fears that the market may be heading for a fall.
8 minute read
Investment Managers Alan Lander and Des Armstrong travelled to Vietnam and Bangladesh to revisit apparel and footwear factories in South-East Asia.
12 minute watch
Few issues energise environmental campaigners more than fracking. Investment Manager Des Armstrong recently visited Texas to see how one producer is working to improve its operations environmentally.
10 minute read