Energy

With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.

Decision expected 20 June

Focus shifting towards sustainability

Energy costs rising by less than this time last year

"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."

Cyclical UK market

Popular following GFC

Support and attractive valuations could release the potential of commodity stocks

Improving portfolio diversification

Electric vehicles among top themes