Significant amount of bad news 'baked in' to markets
Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.
Equity fund performance revealed
3 minutes with Mark Denham, Head of European Equities at Carmignac
Risk assets outperformed 'safe haven' investments
The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.
Concentrated portfolio of 75 to 100 positions worldwide
Proposals for new 'mini-BOTs' mooted
Revisiting the case for and against deregulation post-Brexit