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equities

Equities

Industry Voice: Outlook 2018: Bill McQuaker

Deviating from Goldilocks stocks

clock 22 November 2017 • 4 min read

Equities

Industry Voice: Financials time

Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...

clock 22 October 2017 • 3 min read

Economics / Markets

David Jane: Climbing the wall of worry

Current bull market could exceed expectations

clock 13 October 2017 • 3 min read

Industry voice

Industry Voice: S&P 500 - 2500, where next?

Another significant move in the S&P 500 marks a number of breakthroughs this year, with the index having made 34 record highs already. Whether this can continue, however, is uncertain, with the market increasingly driven by tech companies like Alphabet,...

clock 26 September 2017 • 2 min read

Economics / Markets

BofAML survey finds jump in managers taking out equity protection

Adding cash and protection

clock 13 September 2017 • 2 min read

Managed solutions

John Stopford: Bull market could last longer than people expect

Work done on market cycles

clock 05 July 2017 • 3 min read

Investment

Advisers still finding 'overvalued' US hard to ignore this Fourth of July

Trackers favoured over active funds

clock 04 July 2017 • 4 min read

Investment

Nick French: Dealing with late-cycle risk

Most unloved bull market in history?

clock 14 June 2017 • 4 min read

Managed solutions

Gill Hutchison: On the income journey, take a guide

Income opportunity set has not evaporated

clock 16 May 2017 • 5 min read

Europe

Allocations to European equities hit 15-month high despite election risk

BofA Merrill Lynch survey

clock 19 April 2017 • 2 min read
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