fund manager views

Technology is transforming every other industry. The beneficiaries of this are often not the businesses deploying the new tech – they are the ones spending the money and may reap little reward for it – but the technology companies supplying them.

The polarisation of perspectives on the UK market has continued throughout 2020.

Infrastructure assets' performance is typically stable throughout economic cycles, given the essential nature of the services they provide.

As one of the multi-asset sectors, specialist has witnessed the ebbs and flows into the major asset classes.

For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.

The US stockmarket has been hitting new highs. It is election year, so investors are often looking on the bright side.

In today's market environment, uncertainty is widespread.

As the coronavirus spread peaks, persistence and penetration are at this point uncertain.

Following the Conservatives' victory in last year's General Election, the UK has left the EU and, according to current plans, entered a transition period until the end of 2020.

2019 marked the end of a strong decade for financial markets and a year that punctuates many of the same themes of the decade: US equities outperforming international equities, growth outperforming value and ongoing historically low global interest rates....