Equities

What is stopping companies making green strides?

Looks to tackle liquidity issues with retail funds structure

Risk assets outperformed 'safe haven' investments

Bottom-up, fundamental investment strategy

Technology and politics among key themes

Capacity awareness and position sizing vital

The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.

'Markets will need to get used to this'

Beginning of trade wars could trigger a strong headwind