Investor News, Opinion & Analysis

Emerging markets selloff overdone – BMO

by , 15th October 2018

The sell-off in emerging market assets since the turn of the year caused by trade tensions, US interest rate rises and the strengthening dollar has been overdone, according to Morgane […]

The hidden costs of indexing

by , 14th October 2018

You might think that index investing is mega-cheap, but smart beta guru, Rob Arnott, believes that index investing is more expensive than many realise. (For this article, index investing means […]

An Italian wild card

by , 12th October 2018

The Italian bond market sell off, political instability, issues around the country’s budget and the loom of Brexit makes Italy seems a pretty unattractive investment proposition. However, as Italian stocks […]

Redwood says markets will ‘muddle through’

by , 5th October 2018

Former Tory cabinet minister, John Redwood, thinks that developed markets are likely to ‘muddle through in the near future. Redwood, who is also chief global strategist at Charles Stanley, made […]

Investing in water with ETFs

by , 4th October 2018

Global demand for water is expected to rapidly increase in the next few years as the supply and demand factors surrounding the commodity become increasingly unbalanced. The World Health Organisation […]

There will be a correction but ETFs probably won’t cause it

by , 30th September 2018

Here’s why I find the stock market fascinating: you have thousands of highly intelligent people researching and debating the economy, markets, and prospects for individual companies. And unlike university dons […]

Why has S&P launched a comms sector and will it work?

by , 29th September 2018

S&P has completed a major sector shake-up in the US – and the centrepiece of that shake-up is a new communications sector. This new sector includes some of the most […]

Vanguard joins the ESG hunt. But why only now?

by , 23rd September 2018

Key points: Having sat on the sidelines for more than a decade, Vanguard is entering the ESG space. The timing owes to Donald Trump’s election victory, but also to the […]

Investing in the FTSE 250

by , 20th September 2018

Last week saw the release of August retail sales and economic data in the UK and the results were better than expected, suggesting that the UK could be a more […]

Turkey and emerging market debt

by , 16th September 2018

The Turkish Central Bank raised interest rates last week in a bid to prop up the declining Lira and stop investors fleeing Turkish markets. The Lira has depreciated just over […]