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Equity Commentary and Research

Hobson: M&S is Fully Priced
THE WEEK: Retailer M&S has failed to impress Morningstar columnist with its latest results, despite profits and sales looking better than the previous year
How to Profit from Changing Diets in Emerging Markets
Amid the slowdown in China’s infrastructure- and real-estate-led economic model, emerging-market growth stories are looking scarcer. But food and agriculture offer opportunities
PIMCO's 5-Year Forecast for Global Stocks and Bonds
With bonds expected to return around 2% and global equities returning 4.5%, the bond giant see a balanced portfolio achieving about 3.5% per annum for investors