Shares and the stockmarket


Five themes that look set to shape portfolio returns in 2018

After last week’s attempts to learn key lessons from 2017, this column will now turn its attention to the year ahead. In the (unfortunate) absence...

Wed, 20/12/2017 - 11:45


Five themes from 2017 that could influence 2018

There can be no denying 2017 was an eventful year and making money was not entirely straightforward, even allowing for Bitcoin’s surge into the stratosphere....

Thu, 14/12/2017 - 15:01


World Investment Outlook - Chapter one: UK

March 2019 is drawing ever nearer but the Brexit picture is still unclear, even after Prime Minister Theresa May’s intervention in the Brussels-based negotiations with...

Thu, 07/12/2017 - 15:26


World Investment Outlook - Chapter two: USA

It is hard to believe but President Donald J. Trump will be almost half way through his first term in office by November 2018,...

Thu, 07/12/2017 - 15:26


World Investment Outlook - Chapter three: Japan

With the Nikkei 225 and Topix stock benchmarks touching twenty-year peaks, the yen rising against the dollar and the economy putting together its best streak...

Thu, 07/12/2017 - 15:25


World Investment Outlook - Chapter four: Asia

It is hard to believe that the 19th Communist Party Congress in China, the fall and arrest of a President in Seoul and a hung...

Thu, 07/12/2017 - 15:24


World Investment Outlook - Chapter five: Western Europe

While by no means conclusive in laying to rest the threat posed by anti-EU parties, the Dutch, French and German elections of 2017 are encouraging...

Thu, 07/12/2017 - 15:24


World Investment Outlook - Chapter six: Emerging Markets

Elections in Mexico and Brazil will help to set the tone in Latin America in 2018, especially if those countries follow Argentina’s political drift to...

Thu, 07/12/2017 - 15:23


How to ensure rotation can keep portfolios fertile rather than fallow

He may have been in charge of foreign policy under George I, but eighteenth-century politician Charles Townshend is best known as ‘Turnip’ Townshend for his...

Thu, 16/11/2017 - 12:42


Why investors need to keep an eye on this most taxing of issues

The kerfuffle caused by the Paradise Papers is unlikely to die down for some time as it shines a light on corporate behaviour that is...

Thu, 09/11/2017 - 13:34


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