US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
Over the past few months, we have become more positive on US Treasuries.
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
During 2017, investors enjoyed several positive surprises.
Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.
Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.
Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
September's disastrous Salzburg summit brought the risk of a 'no-deal' Brexit into sharper relief.
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
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.
The US Treasury market has traded within its narrowest range for 40 years.