fund manager views

We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.

Monetary policy killed the market-based economy

Cryptocurrencies, specifically Bitcoin, have been a hot topic among the retail and professional investment community in the US.

Next withstanding pressure

The increase of M&A activity in the UK year to date is dramatic with take-outs announced across the market by size in a variety of sectors.

Outlook for fixed income investors is grim

Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.

Global equities have delivered ample volatility, but very little return for investors so far this year.

We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.

Introduction of metal tariffs