fund manager views

A lacklustre performance by gold and silver prices this year, despite multiple ongoing geopolitical issues, has renewed questions about the relevance of precious metals as a major investment class.

Chinese internet companies seen stellar earnings expansion

eSports features for the first time as a demonstration sport at the 2018 Asian Games, with indications of being a medal event at the 2022 Asian Games. The Paris 2024 Olympic organisers are currently considering including eSports as a demonstration sport...

Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.

Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.

Not a 'risk-free' asset

It has been well documented how momentum and growth investing have outperformed value as an investment style for most of the past decade.

Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.

We meet management teams from companies across Europe and they continue to report a positive trading environment.

The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.