fund manager views
Emerging markets
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
22 October 2018
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2 min read
Global
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...
22 October 2018
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2 min read
Emerging markets
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...
16 October 2018
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2 min read
US
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.
16 October 2018
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2 min read
Markets
Video game development has a long and storied history in the UK.
16 October 2018
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2 min read
UK
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
16 October 2018
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2 min read
US
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....
12 October 2018
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2 min read
Bonds
"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
09 October 2018
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2 min read
Emerging markets
It has been a challenging year for emerging markets (EMs).
09 October 2018
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2 min read
Specialist
The US Treasury market has traded within its narrowest range for 40 years.
09 October 2018
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2 min read
