Equities

Which will evolve and which will wither?

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