Latest insights

16 November 2023 < 1 min

Six minute strategy - Will Europe ever perform?

Surprise falls in inflation have triggered market rallies, but European equities are serial laggards. Could this change? At 4.4%, annual returns from European equities over 10 years are roughly half global equity returns European equities are attractively priced at 11.5x forward earnings Guy Monson considers what it would...

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2 November 2023 < 1 min

Six minute strategy - Extraordinary economics

In a change from his usual market review, Guy looks at the five profound changes in the economy over the past decade and their implications for investors in the future. Firstly, inflation is back with a vengeance. Secondly, rising conflict suggests volatile oil prices. Third, China, the engine...

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20 October 2023 < 1 min

Six minute strategy - When to buy bonds?

Our hearts go out to all of those affected by the tragic events in the Middle East. By contrast, the investment outlook seems almost peripheral. So far, there has been little impact on the global economy, and the market reaction has been benign. Can this continue, given the...

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