fund manager views

In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.

The long-term attraction of the UK smaller companies market is beyond doubt.

In the developed world, inflation expectation is noise

Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period...

Now a well-chronicled global incident, on 9 March 2009 the S&P 500 index suffered the worst decline in value since the Great Depression.

We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).

The UK remains a global leader in the provision of higher education, with some of the highest ranking universities in the world.

Q2 2019 saw strong performances recorded on the main indices tracking emerging market debt (EMD), with nearly all of the risk factors across the EMD sovereign local currency, sovereign hard currency and corporate hard currency segments contributing positively...

Europe has been held down by lack of improvement in US-China trade tensions, despite continued expectations for approaching rate cuts from both the European Central Bank and the Federal Reserve.

Never catch a falling knife. Helpful health and safety advice but, in an equity market context, does the idea of not buying shares in companies that have seen a material price decline really help one make money over the long term?