Manager favours gold, tobacco and utilities
We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.
Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.
The disruption to the global economy from the worldwide spread of the coronavirus is the biggest shock to the world since the Second World War.
At the time of writing, UK equity benchmarks have fallen by approximately one-third from their year-to-date highs.
98% of intended trading completed by new manager
Profound long-term economic impact to be felt for years
Travel, tourism and retail will see biggest impact
DFS holding expected to 'materially increase'
Ride-sharing app fortunes turn for the better
Netflix, Nvidia and Lululemon
Property and tech expected to boom
Why Ikea store closure will not flatten market
Three reasons why payments 'status quo' will not last
Feasts from the East
JD Sports 'shining example'
Two stocks kicked out
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
Finding companies ahead of the growth trend
Natural resource and population tailwinds
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
The stocks to remember – and the ones to forget
Companies with FRC exposure must 'up their game'
Black Friday looks like anything but for beloved companies