Equities

Build on US experience on investing, manager argues

Across asset classes and growth

Alan Bartlett hired as replacement

Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.

Europe's run of poor manufacturing and trade data continued in June.

There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.

The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.

Developments in healthcare provision and technology

Trade tensions with US dragging growth

Clouds of Brexit and trade wars still hang over investors