Are stockmarkets in a bubble or a recession? Well, arguably it is both.
Overweight healthcare equipment
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Taking subordination risk in investment grade companies
How history can provide answers to today's tariff stand-off
Seven of ten FOMC members vote for small cut
Uncertainty around restoration of Saudi production levels
The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.
Trump's tariff threats could backfire on US citizens
Prudence required to navigate choppy waters
Market signals pose 'dilemma' for investors
US 30-year Treasury plunges to record low
Shifts positioning amid trade troubles
Sustainability, geopolitics and the 'Woodford liquidity crisis'
Is Fed losing its independence?
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Investors 'waiting on sidelines' for greater Brexit clarity
India and trade disputes give EM managers a lot to think about
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.