After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
Video game development has a long and storied history in the UK.
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
It has been a challenging year for emerging markets (EMs).
The US Treasury market has traded within its narrowest range for 40 years.
With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.
Negative sentiment towards UK equities is here to stay, yet the recent market weakness has created some relief for mid-cap stocks: FTSE 250 price to earnings are now closer to the lows of June 2016, despite maintaining a free cashflow margin of 7.44%,...
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Despite two years passing since the Brexit referendum, we are still some way from knowing how the UK's relationship with the European Union (EU) will evolve in the next few months and years.
It is easy in times of political fear and uncertainty to be 'trapped in the headlights' as opposed to thinking ahead and investing for the future. According to the latest Bank of America Merrill Lynch fund manager survey, global investors have been selling...
A lacklustre performance by gold and silver prices this year, despite multiple ongoing geopolitical issues, has renewed questions about the relevance of precious metals as a major investment class.