15 November 2019
Chart of the week: Sterling looks undervalued
Foreign investment should return
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1 min
1 November 2019
Chart of the week: US protectionism hurts everyone
Especially those it's meant to protect
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1 min
11 October 2019
Chart of the week: Should you pay to lend money?
How low can yields go?
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1 min
18 October 2019
Chart of the week: Tech’s growth has outpaced the market
The sector should hold up well
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1 min
25 October 2019
Chart of the week: Eurozone needn’t fear ‘Japanification’
A deflationary bust is unlikely
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1 min
27 September 2019
Chart of the week: Protection worth paying for
Each dot in this chart shows the return of UK defensive sectors during each of the past three economic recessions (above zero on the vertical axis is an outperformance versus the overall market, and the further to the right on the horizontal axis the more expensive). Read more on why we think now is a good time to move in to less economically sensitive sectors in ‘A solid defence’, one of the articles in our latest InvestmentInsights.
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1 min
13 September 2019
Chart of the week: Buy low and sell high?
<p>Put crudely, the job of an active investor is to buy low and sell high. Identifying companies and markets that are ‘cheap’ (attractive) and ‘expensive’ (to be avoided) is commonly done using PE ratios, the price divided by the underlying annual earnings for that company or market. But in all but a few specific situations, when it comes to choosing one investment over another, it’s often more hindrance than help, especially over shorter time periods.</p>
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1 min
20 September 2019
Chart of the week: Antitrust noise is up…
<p>Just like other life-transforming technologies of the past, today’s tech giants are reaching maturity — that inevitable transformation from fresh young face of innovation to overgrown, mistrusted hulk. Their share prices fell amid reports that US antitrust bodies would be taking a closer look at their competitive practices for possible violations. We don’t think a bust-up is imminent but further volatility is likely for the big US tech firms in the near term.</p>
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1 min
29 July 2019
Chart of the week: Give us a sign
<p>We have more reasons than at any time over the past decade to be worried about the global economic outlook over the next 12 months. Notably, US industrial production is contracting quarter- on-quarter. But we don’t think it’s time yet to cash in your chips. A mild contraction in many of these indicators is not actually unusual. Quarterly US industrial production growth has been negative five times now since the recovery began in 2009, sometimes for prolonged periods. Taken together, the indicators are not yet signalling more than a typical mid-cycle slowdown.</p>
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1 min
