After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.
The earnings picture remains a rosy one. The one-off effect of US President Donald Trump's corporation tax cut means we are unlikely to see the magnitude of earnings growth witnessed last year. Nevertheless,...
Equities overweight down to 3%
Relates to 136 million transaction reports
Patience must be a watchword
MSCI has recently increased the Chinese A-share market's inclusion factor from 5% to 20%.
Change of objective