European leveraged loans attractive
Possible challenges to flows
'Wobbling risk appetite'
Over the past few weeks, global equity investors have been in the teeth of the US earnings season.
'Nobody wins in a war'
"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
'Increased level of fear and uncertainty'
Cyclical UK market
The UK's importance as a world-leading centre for asset management continues to grow.
Duration has remained steady in European sector
Volatility is a healthy development
While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.
Overseas investors returning
Tax cuts to benefit US small caps
Brexit negotiations weighing
Viewed as least-attractive region
'Geopolitics finally has some risk premia'
We believe Japan is slowly emerging from its long period of deflation.
Potential for significant losses in parts of the market
Selling stocks with good earnings upgrades
Suitable for $ investors
Focus on alternative sector