Market breadth in S&P 500 has 'never been so narrow'
Best hidden gems to get your teeth into
Focus on aerospace sector
The international spread of Covid-19 has spooked markets into some of their worst days since 1987.
Assessing their ESG credentials
Keeping faith with fintech stocks
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
Feasts from the East
Clearing up misconceptions
A quality bias has been the right way to invest in emerging market equities for many decades.
Strife ahead of Chinese New Year
Suffered price drop in Red October
Chinese internet companies seen stellar earnings expansion
Asian tech sector has structural advantages
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.
Baillie Gifford's Slater: Being a long-term investor is a difficult thing to be in this most impatient of industries
Opportunities in unlisted companies
Focus on 2018
Boosted by Chinese tech stocks
Emphasis remains on growth companies