fund manager views

The disruptive industries of robotics, automation and artificial intelligence have come to the fore over recent years, with headlines commonplace, including driverless cars reducing road accidents, intelligent fridges doing your shopping and robots increasing...

Entering 2017, we expected a stockmarket 'melt-up' to the 2,550-2,600 level on the S&P 500 - a move we thought might run into trouble by late summer.

Slowdown only temporary

Technology adoption a key theme

Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.

The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...

Little margin for error

Fed is 'behind the curve'

Higher returns expected going forward

UK domestic stocks are deeply unloved in the eyes of the investment world and investor sentiment towards the UK is now as bad as it was in 2008, when much of the country's banking system was on the verge of collapse.