Equities

Earnings season was OK. This time…
Equities

Earnings season was OK. This time…

Company sales grew yet earnings shrank year-on-year, but both beat low expectations. How long can...

By Camilla Ayling

03 Mar 2023

3 min read

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
By Tim DraysonLars Kreckel
27 Apr 2022
4 min read
Capex and the challenge of rising labour costs
Nitin Anandkar
Equities

Capex and the challenge of rising labour costs

The corporate world is casting around for ways to combat the pressure of rising inflation. Could...
By Nitin Anandkar
22 Apr 2022
3 min read
An investor’s guide to the metaverse
Lars Kreckel
Equities

An investor’s guide to the metaverse

In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
By Lars Kreckel
13 Apr 2022
5 min read
Stuck in the middle with U(K)
Equities

Stuck in the middle with U(K)

We dig into the underperformance of mid-cap stocks listed in London versus their larger peers, an...

By Nicola Morgan-Brownsell

21 Feb 2022

4 min read

China’s property stocks: policy shift to the rescue?
Camilla Ayling
Equities

China’s property stocks: policy shift to the rescue?

China's real-estate market is crucial for the whole economy, so its downturn has far-reaching...
By Camilla Ayling
14 Feb 2022
3 min read
Tuning into the FM signal
Lars Kreckel
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?
By Lars Kreckel
27 Jan 2022
3 min read
Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read