View of the Day

Contagion risk: is Europe in danger from Turkey’s woes?

Pictet Asset Management’s Alain-Nsiona Defise and Mary-Therese Barton comment on the outlook for Turkey.

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A ‘Geoff Boycott’ approach to Investing

Andrew Craig of Plain English Finance asks whether investors could learn from the English cricket legend’s highly defensive but effective batting strategy. 

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Why we are strengthening portfolios with hard assets

Infrastructure and other hard assets should benefit from a stronger economy and play a defensive longer-term role

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Is it safe for investors to relax?

Given the climate of uncertainty generated by, among other factors, Donald Trump's tariff war, dare we leave the office? 

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Ten pillars of recovery investing that have stood the test of time

Recovery investing is a challenging strategy, but these 10 rules could help investors spot opportunities

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Tech’s not invincible – but I still like it

The market reaction to disappointing Facebook results indicate investors are less bullish towards tech than surveys suggest

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Developed world policymakers place their bets

Three of the world’s major central banks held their formal committee meetings last week. What did this mean for investment markets?

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Vietnam may benefit from the trade war

By Andy Ho

Despite recent market volatility, Vietnam may benefit from the trade war due to an acceleration of manufacturing moving from China to Vietnam.

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Europe- opportunity or threat?

Many investors are too pessimistic on Europe now.

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