Equity exposure remains high
With market volatility on the rise, consider a broad set of relative value opportunities across global markets.
Investment Conundrums: Heartwood's Graham Bishop on recessionary warning signs and 'boiling frog' syndrome
Predicts US leading downturn in late 2019
4.5% yield target
Octupus Investments' Oliver Wallin
Leading US smaller companies
'Everything looks expensive or horribly expensive': GMO reduces seven-year forecasts across all asset classes in Q4
EM value most bullish position
Parit Jakhria, Head of Long- Term Investment Strategy, explains how his team operates to determine our long-term investment strategy to ultimately deliver outcomes for your clients.
Could surprise investors
Soon to be viewed as a 'standalone investment'
Opportunities in sterling bonds
Bullish on equities
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
Caused by three factors
With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.
City Hive's Shah joins as adviser
The outlook for US equities is a highly contested point between market participants today, with even Janet Yellen joining the fray saying: "Forward price-to-earnings ratios for equities have increased to a level well above their median of the past three...
Many successful funds nearing capacity
Accounts for 24% of our energy needs
Despite outcome of French elections
Responsible for tactical asset allocation
Recovery driven by reflation trade