Dialogue

Highlight

Talking points

12FEB 2019

Tobacco: profits and growth are hard to stub out

The market thinks regulation and declining usage will hit the sector hard,  and some tobacco giants are now priced at 20-year lows. But the market’s predicted the death of big tobacco before… and been wrong

2019

JANUARY

20JAN 2019

Talking points

A gripping read...

The best non-fiction we enjoyed in 2018 - as recommended by Cazenove Capital colleagues from all parts of the business

08JAN 2019

Strategy & economics

Five key investment themes for 2019

Markets have entered 2019 in a state of heightened anxiety: these are the key factors on which concerns are now focused.

07JAN 2019

Strategy & economics

January 2019: Market Review & Outlook

Investors’ fears centre upon a weakening US and global economy. While data suggests US growth may have peaked, we still expect global growth in 2019 of almost 3%

2018

DECEMBER

24DEC 2018

Strategy & economics

December turmoil: what’s spooking global markets?

Equity markets worldwide are reacting to fears of a slowing global economy. But have they got ahead of themselves?

OCTOBER

30OCT 2018

Strategy & economics

From synchronised growth to a fragmented and divergent world

World markets and economies, which at the start of the year were moving in tandem, are now going their separate ways

23OCT 2018

Strategy & economics

Where in the world would you pay the least tax?

Few families emigrate for tax reasons, but tax regimes differ greatly by country - and it's factor that needs consideration

22OCT 2018

Strategy & economics

Countdown to Brexit: what we can expect in the next five months

Chief Investment Officer Caspar Rock looks at the challenges the UK faces as the date of withdrawal from the EU moves closer, along with the other issues facing the domestic and global economy

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