fund manager views

'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.