View of the Day

Five key investment themes for 2019

Jamie Clark identifies five macro-themes and the investment opportunities.

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Why co-living is a space investors should move into

New urban accommodation aimed at young professionals is an investment opportunity in an evolving UK property market.

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Brexit: the funds for either a soft or hard exit

Following news of an agreement between the UK and the EU, Adrian Lowcock has some tips for investors.

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Value emerges in Asia’s markets as panic sets in

Robert Horrocks sees reasons to be cheerful about the region’s profit growth.

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Does the largest shopping day in the world mask hidden risks for investors?

Asian markets can be volatile, companies can inefficiently allocate capital and corporate governance issues remain prevalent.

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Markets go from rout to recovery

October proved a cruel month for equities. Yet, there is plenty of scope for stocks to stage a recovery, which is why we have raised our equities allocation. 

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Investing in FAANGS: ethical concerns begin to bite

For many global challenges, answers can most often be found in technology. The FAANGs have changed the way hundreds of millions of people live their lives.

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Why you want retail parks in your investment basket

Shopping habits are evolving and omnichannel retail is an investment opportunity, argues Calum Bruce.

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As Americans vote in the mid-term elections, where next for the US market?

Many investors are wondering whether one of the longest bull runs in history is coming to an end.

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