fund manager views
US
If there is one undervalued idea today, it is the idea the global economy can grow in a sustained, prosperous fashion.
17 January 2018
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2 min read
UK
January is the time when commentators opine about the direction of markets and likely macroeconomic trends in the year ahead. They may not focus on certain regulatory and accounting changes which will impact the UK equity market in 2018.
10 January 2018
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2 min read
US
US stocks have had a chance to finish 2017 in style, as the economic recovery that started two years earlier received an additional boost from the much-publicised breakthrough on tax reforms.
04 January 2018
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2 min read
