Brand strength offers valuable pricing power in Europe
Record inflows in run-up to Brexit
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
The outcome of the recent EU referendum in the UK created a lot of discussion around the positioning of multi-asset portfolios both pre- and post-23 June. The reality is that most long-term investors will have made very few, if any, adjustments, writes...
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
Keith Ashworth-Lord, manager of the UK Buffettology fund, talks to editor Katrina Lloyd about his Business Perspective Investing approach, the importance of managers having 'skin in the game', and why he is not concerned about the Brexit vote.