The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.
Positive headlines from the US have been rare this year - from social issues and divisive politics to economic underperformance.
Amid widely-held short positions in Italian debt
Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....
Benefits of low-growth environment
Cyclicals beginning to outperform