2020 vision
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 readOur Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
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
As we enter the 2020s, it seems pertinent to look back at the first decades of this millennium. Markets may have changed over that time but our investment process has not.
11 minute read
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