Mobius Capital Partners has made further hires to its investment team including a senior analyst from Somerset Capital Management and an ESG investment consultant.
Emerging market investment veteran Mark Mobius announced the set-up of Mobius Capital Partners in May after recruiting his ex-Franklin Templeton colleagues Carlos Hardenberg and Greg Konieczny. In the...
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.