Markets

Asian markets also down

Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.

It remains difficult to interpret pre-and post-Brexit trends but much of the latest data points to a resilient economy, with high employment and signs the housing market and consumer spending have weathered the initial storms.

Investors have become too short-sighted

Guinness AM's Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.

To be replaced by Chris Hill

Jobs could be moved to Europe

Key announcements over the break

Could 'freeze' production levels

Average AUM falls 22%