08/18/2022
Hot in the city: why investors should care about soaring temperatures
As heatwaves become more frequent, city centre buildings will need to adapt. For investors in global cities, keeping a close eye on weather data will become vital.
Comment, Analysis & Research
08/17/2022
Europe’s gas crisis: what does it mean for investors?
Europe faces high gas prices and potential shortages as supply from Russia dwindles.
08/17/2022
Persimmon remains well on track despite ongoing headwinds
The company remains a highly profitable business with an operating margin of 31%, slightly ahead of this time last year.
08/16/2022
US/China ‘chip’ race centres on Taiwan’s expertise
The European Union has proposed similar legislation and Japan passed an economic security law in May 2022.
08/16/2022
One in three investors 'vulnerable': Boring Money
One in five of all investors classified themselves as vulnerable.
08/16/2022
UK jobs market ignoring signs of impending recession
Employees did see their pay, excluding bonuses, rise by 4.7% from April to June
08/16/2022
Locational quality 2022: Aargau down two places; Schaffhausen in competition with Lucerne
The Canton of Aargau has suffered the biggest ranking loss, dropping two places to lie just behind Nidwalden and Schwyz in 7th place.
08/15/2022
Rathbone Global Opps piles into ‘crown jewel’ stocks
The managers of the Rathbone Global Opportunities fund took advantage of market weakness to add several ‘crown jewel’ businesses to the portfolio over a bruising second quarter.
08/15/2022
How does inflation affect insurance-linked securities?
Inflation impacts insurance-linked securities (ILS) in a range of ways that investors in other asset types may not be familiar with.
08/15/2022
Warren Buffett's darkest secrets
Continental was smart enough to make that list twice. As of 1992, in fact – though the picture would have improved since then – the money that had been made since the dawn of aviation by all of this country’s airline companies was zero.
08/12/2022
In the UK and Europe, a summer like no other – RBC Wealth Management
The next occupant of Number 10 Downing Street will face a very challenging economic backdrop.
08/11/2022
'Good is bad, bad is good’ idea is too simplistic
The July payrolls report isn’t a game-changer, but it does impact the timing of a potential recession and could make a soft-landing more likely, not less.
08/11/2022
Biotech and the era of great liquidity
Initial public offerings and secondary offerings are the lifeblood of the biotech industry.
08/11/2022
A Challenges and an Opportunity
Last week’s US employment report had investors fretting about tight labour markets and the persistence of reasonable growth.
08/11/2022
Property values may be about to fall, but Derwent's demand remains high
Positive rental growth continues for the portfolio
08/11/2022
Real estate: five tips on mortgage loans
Their advantage is that the debt only accrues as and when invoices for the building work are received.
08/10/2022
Deutsche Bank adopts measures to further reduce its energy consumption
This is equivalent to the average annual consumption of around 1,600 two-person households.
08/10/2022
Are family businesses more resilient?
While the share prices of family-owned businesses slumped by 23.7 percent during the first phase of Covid, companies without a family shareholder saw their share prices drop even more – by 30.7 percent.
08/10/2022
Tentative dollar divergence, continued euro weakness
While acknowledging this tentative change in mood, we are not altering our broader dollar outlook for several reasons.
08/10/2022
Why Indosuez CIO moved back into tech and increased duration
As the narrative is shifting from inflation to global recession fears, the investment team is leaning on long duration assets.