Equities (168)

A bear market rally? Or not?
Markets and economics

A bear market rally? Or not?

What's behind the rally in equities, bonds and credit? That was the hot topic of our weekly...

By Ben Bennett

12 Aug 2022

2 min read

Markets rally amid recession fears
Markets and economics

Markets rally amid recession fears

Maybe, just maybe, we have gone past peak pessimism and peak volatility for now. However, we...
By Emiel van den HeiligenbergTim Drayson
03 Aug 2022
3 min read
The rise of ‘S’ in ESG investing
Matthew Courtnell
ESG and long term themes

The rise of ‘S’ in ESG investing

After years of relative obscurity, the investment value of measuring a company's response to soci...
By Matthew Courtnell
27 Jul 2022
5 min read
Active Strategies Q3 Outlook: all change, please
Colin Reedie
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.
By Colin Reedie
21 Jul 2022
2 min read
Japan versus global inflation
Markets and economics

Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...

By Tim DraysonLars KreckelChristopher Jeffery

13 Jul 2022

3 min read

What dendrograms and clustering algorithms can tell us about equity markets
Patrick Greene
Investment strategy

What dendrograms and clustering algorithms can tell us about equity markets

Much like a family tree shows how closely related family members are, a dendrogram can reveal the...
By Patrick Greene
12 Jul 2022
3 min read
From a rock to a hard place: forget inflation, growth is now the big fear
John Roe
Markets and economics

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growt...
By John Roe
08 Jul 2022
3 min read
Market volatility got you hot under the collar?
Investment strategy

Market volatility got you hot under the collar?

The rise in volatility and interest rates has, in our view, increased the relative appeal of equi...
By Iisha WilliamsCelia Shen
05 Jul 2022
4 min read