12th May 2017

Brooks Macdonald: Thematic equity investing: a sweet spot for global banks

Over the past year, developed-world financial stocks have benefitted from an improvement in the operating environment, while Donald Trump’s election is likely to catalyse a reduction in regulation. With US banks having already made significant adjustments since the global financial crisis, we see potential for the sector to outperform in the medium term.

Investment Commentary, Investments, DFM

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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