INVESTMENT

US Earnings Update – February 2019

With investors pinning their hopes on a continuation of the strong earnings backdrop, Richard Batty, Investment manager, now examines figures posted so far and the subsequent market reaction.

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INVESTMENT

Is it time to panic?

Is it time to panic? Are the good times coming to an end? Jacques de Villiers, Investment manager looks at the length of the current bull market and how tough it is to predict a market crash.

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CAPITAL INTERNATIONAL GROUP, INVESTMENT

Will China “Panda” to Trump   

In March 2018 Trump announced that the US tariffs on Chinese Steel would increase by 25%. James Fitzpatrick, Investment Manager, looks at Chinese metal production and puts the Steel tariffs into perspective.

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CAPITAL INTERNATIONAL GROUP, INVESTMENT

21st Century Silk Roads

21st Century Silk Roads. Is trade policy isolating the US at the time when China’s influence is growing? Investment Manager, Chris Bell discusses.

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INVESTMENT, NEWS

Emerging Market Debt

Matthew Seaward, of our Investment Management team, shares his insights into sovereign defaults and fiscal policy both historically and in emerging markets.

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INVESTMENT

Germany in Focus Q3 2018

Paul Martinez, of our investment team, reflects on Germany’s performance in the last quarter and the effect it has had on German household prices.

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