Strategy & economics

20AUG 2019

UK commercial property: Brexit and beyond

The biggest surprise since the 2016 referendum has been the strength of tenant demand, particularly for office space

Talking points

20AUG 2019



25JUL 2019

Strategy & economics

The longest US expansion on record: when will it end?

The US economy and stock market have delivered record-breaking sustained growth. Veteran investor Howard Marks discusses his theory of cycles and what he believes lies ahead

25JUL 2019

Supertrends & disruptors

Goodbye to banking – as we know it

FinTech is transforming banking in developed markets like the UK, US and Europe – but its effects in the developing markets of Asia and Africa are likely to be even more radical

18JUL 2019

Strategy & economics

Lower for longer: finding the long-term "natural" rate of interest

For years commentators have wrongly predicted a return to higher rates of interest. Now, as central banks switch back into a rate-cutting mode, there is a wider expectation that rates will remain low for the long-term

03JUL 2019

Strategy & economics

Technology - the front line in a new "cold war"?

Tensions between the US and China are not just about trade. Washington’s real fear is China’s rising influence in global technology

03JUL 2019

Asset allocation

Growth more fragile, valuations no longer cheap

How we are positioning portfolios in the face of persistent political risk and slowing global growth


28MAY 2019

Wealth planning

The benefits – and burdens – of inheriting a family treasure

Precious family heirlooms, whether in the form of art collections, jewellery or property, pose unique challenges in terms of inheritance planning

23MAY 2019

Supertrends & disruptors

In three charts: the explosive investment in solar

The phenomenon of solar energy was first observed over a century ago, but serious investment in installations is only just beginning

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