Countdown to 31 January
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
Since the 2016 EU referendum, the UK equity market has felt like the land that time forgot. Greater clarity over Brexit and UK politics should not only spur an immediate stock market rally but also encourage a longer-lasting reappraisal of UK-listed companies.
Team-based quant approach
Steady progress in growing per capita income
Industry's role in improving the world more vital now than ever
Frustration over lack of opportunities
New year, new start for former Kames Capital manager
The most popular phrase of last year revealed
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Fund has been underperforming in recent years
UK Direct Property sector lost £3.4bn over 2019
Commits to doubling ESG ETF options to 150 among other actions
Finding companies ahead of the growth trend
Assets fall to unsustainable levels
12 meetings with portfolio managers on offer
Oil and gas stocks rise amid escalating tensions
Why the time has come for smaller countries to shine
AUM forecast to double by 2025
What stories made waves last year?
Join us on Thursday 23 January
Watchdog launches consultation