Conundrum for investors
Unconventional monetary policy
Investors discounting fears of slowdown
We had a glimpse of the potential market implications of a more eurosceptic Italian government in recent weeks.
2018 has seen another spring dominated by political manoeuvrings, in particular the return of 'The Italian Question'.
US healthcare system largest in the world
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Monetary policy killed the market-based economy
Cryptocurrencies, specifically Bitcoin, have been a hot topic among the retail and professional investment community in the US.
Next withstanding pressure
The increase of M&A activity in the UK year to date is dramatic with take-outs announced across the market by size in a variety of sectors.
Outlook for fixed income investors is grim
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
Global equities have delivered ample volatility, but very little return for investors so far this year.
We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
Introduction of metal tariffs
The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.
Challenging operating environment
Opportunities in developing Asia
Stronger yen will translate into larger current account surplus
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
Is the best behind us?
Tax cuts boosting earnings