View of the Day

How investors are helping fight climate change

The investor community is pushing for faster action from the corporate sector, and getting results, says Matt Crossman

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Who will pay as the US-China trade war intensifies?

Keith Wade assesses the escalating tension and its impact on both Chinese GDP and US consumers.

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Are you at risk of bypassing the world’s fastest-growing regions?

Chetan Sehgal discusses what recent research reveals about investor mindsets regarding opportunities in emerging markets.

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FAANG stocks bite back

The FAANGs’ inherent diversification means that the tech stocks are durable in the face of changing market conditions, argues Alex Neilson.

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Why Vietnam stocks should have a place in your portfolio

By Andy Ho

Andy Ho outlines the many reasons why the country is attractive to foreign investors.

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European equities: the next Cinderella story?

European shares have crashed out of favour with investors, yet companies wearing tattered rags will eventually see their fortunes change, suggests Pras Jeyanandhan.

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Ring cycle: three forces move markets

Three macro factors influence markets, says Joachim Fels, as he discusses what happens when they converge and diverge.

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Feeling exuberant? Beware!

Luca Paolini urges investors to examine their reasons to be cheerful.

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Ramaphosa victory can continue strong South African momentum

A great deal hinges on the election result, argues Oliver Bell, as he highlights pockets of opportunity for investors.

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