The prevailing macroeconomic and thematic backdrop means UK investors are confronted by some difficult choices currently. In this environment, it seems that buying the market is simply not an option.
Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.
The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.
Value still performs important role
Aggressive quantitative easing announced by the ECB in March, including a plan to purchase euro-denominated corporate bonds, coupled with a relatively dovish Federal Reserve, weakened the dollar and ignited an oil and commodity price rally that has undoubtedly...
Niche capabilities make small caps attractive
Investors have become concerned about the Australian banks in the last year, with the sector down 25% since its peak in March 2016. This is a significant sector, comprising 7% of Asia's total market capitalisation, and is systemically important to the...