Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
September's disastrous Salzburg summit brought the risk of a 'no-deal' Brexit into sharper relief.
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
Protect your investments or do nothing?
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After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
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