Markets

Data shows clear Trump win

Expect market volatility to pick up

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Nicolas Walewski, manager of the Alken European Opportunities fund, analyses the prospects for Europe's auto sector, which has been one of the poorest performers in Europe this year.

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