Two stocks kicked out

The current macroeconomic backdrop is a good opportunity for us to be reminded of the difference between 'signal' and 'noise'.

For investors in the UK infrastructure sector, the outcome of the General Election has provided an element of relief.

Comparing markets then and now

Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...

Responsible investment making waves across the pond

Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.

A return to safe-haven stocks

Credit expansion is 'noteworthy'

Value stocks present 'rich stream of alpha'