Macro Views
Chinese banks to benefit from trade war
China/US trade tensions will not hit equities across the board, says UBP chief investment officer
Investment | 2 Oct 18
ESG investing needs an intelligence boost
Reducing the carbon footprint in a portfolio via ESG screening alone is a box ticking exercise
Investment | 1 Oct 18
Sterling now more vulnerable to Brexit, warns economist
Shift from foreign direct investment to short-term bank loans leaves currency at risk if no deal
Want dividend growth? Check out Asia Pacific
The Asia-Pacific region is an increasingly important source of the world’s equity income
Investment | 26 Sep 18
The real deal is old tech, not Faangs
It’s less sexy but the valuations are sensible, says Nikko AM