European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Subject to regulatory approval
One equity and one bond fund
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
Tilting portfolio towards value
The Chinese Year of the Fire Rooster lived up to its fiery characteristics, with 2017 concluding as a year of renewal and enthusiasm for the global economy, writes Cazenove Capital economist Janet Mui.