Stronger balance sheets than producers
Amid a market that has chopped sideways so far in 2018, the stocks of US retailers have generally performed well, with a number of major name department stores and retailers seeing positive movement to their share price this year.
Industry Voice: Returning from a recent research trip to China, Ewan Thompson and Ruth Chambers highlight the key macro drivers and how these are informing the Neptune Emerging Markets Fund. They also discuss the stronger US dollar and its impact on the...
UK equities saw the biggest fall
Andrew Ness joins from Martin Currie