Market views

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Economics

15AUG 2018

The Elon Musk dilemma – AKA the stockmarket cost/benefit trade-off

Elon Musk, CEO of electric carmaker Tesla, has suggested he will take the company private. We look at the costs and benefits of a stockmarket listing.

Global Investor Study

02JUL 2018

2018

JUNE

26JUN 2018

Economics

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

25JUN 2018

Economics

Our multi-asset investment views - June 2018

We've downgraded our view on equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

07JUN 2018

Economics

UK M&A: what is driving the pick-up in activity?

There has been a marked increase in bids from overseas companies underlining the relative valuation opportunity offered by the UK equity market.

05JUN 2018

Economics

The market stories of May: our charts of the month

May was an eventful month in financial markets. We chart our way around key developments that matter to investors

MAY

23MAY 2018

Economics

Our multi-asset investment views - May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

22MAY 2018

Economics

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

08MAY 2018

Economics

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.