Thoughts on UK equities, gold and emerging markets
Coronavirus and oil price collapse lead to massive drop
The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.
White to co-manage alongside Mark Asquith
Laying the foundations for a market rebound
Fiscal stimulus and history to the rescue?
Privatisation of government assets to boost growth
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.